View ValuationIbstock 향후 성장Future 기준 점검 3/6Ibstock (는) 각각 연간 33.1% 및 4.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 52% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.1% 로 예상됩니다.핵심 정보33.1%이익 성장률51.99%EPS 성장률Basic Materials 이익 성장17.8%매출 성장률4.1%향후 자기자본이익률8.11%애널리스트 커버리지Good마지막 업데이트14 May 2026최근 향후 성장 업데이트공시 • Aug 08Ibstock plc Provides Earnings Guidance for the Second Half of 2025Ibstock plc provided earnings guidance for the second half of 2025. For the second half, The company anticipates growth in sales volumes in the second half compared to the comparative period, although they remain mindful of broader macroeconomic risk and the potential impact this may have on the markets.공시 • Jan 17Ibstock plc Provides Earnings Guidance for the Full Year 2023Ibstock plc provided earnings guidance for the full year 2023. For the year, revenues expected to have decreased by 21% to approximately £405 million.공시 • Jan 18Ibstock plc Provides Earnings Guidance for the Year Ended 31 December 2022Ibstock plc provided earnings guidance for the year ended 31 December 2022. For the year, revenues are expected to increase by 25% to approximately £510 million compared to £409 million in 2021.공시 • Apr 21Ibstock plc Revises Earnings Guidance for the Year 2022Having made a strong start to the year, whilst Ibstock plc remain mindful of broader macroeconomic challenges, the Board now expects full year 2022 performance to be modestly ahead of its previous expectations.공시 • Jan 22Ibstock plc Provides Revenue Guidance for the Year Ended December 31, 2021Ibstock plc provided revenue guidance for the year 2021. Full year revenues expected to increase by 29% on 2020, to £409 million.모든 업데이트 보기Recent updates공시 • Apr 23+ 1 more updateIbstock plc Announces Appointment of Will Wilkins as Executive Director, Effective August 1, 2026Ibstock Plc announced that Will Wilkins will become an Executive Director. He is expected to join on August 1, 2026. Will joins Ibstock from Mpac Group plc, where he has been Chief Financial Officer since 2018, having held several finance roles at the same company. Prior to this, Will held senior financial positions at BSH Home Appliances, having started his career at Grant Thornton. Will currently has no other external appointments.공시 • Mar 06+ 2 more updatesIbstock plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 29 May 2026The Directors of Ibstock plc is proposing a final dividend in respect of the financial year ended 31 December 2025 of 1.5 pence (2024: 2.5 pence) per Ordinary Share, which will distribute an estimated £5.9 million (2024: £9.9 million) of shareholders' funds. Subject to approval at the Annual General Meeting, this will be paid on 29 May 2026, to shareholders on the register at the close of business on 8 May 2026.공시 • Jan 20Ibstock plc to Report Fiscal Year 2025 Results on Mar 05, 2026Ibstock plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 05, 2026공시 • Oct 02Ibstock plc Announces Simon Bedford Will Assume the Role of Interim CFOFurther to the announcement made on 30 April 2025, Ibstock Plc announced that Simon Bedford will assume the role of Interim CFO until the process to appoint a successor to the role of Chief Financial Officer, following Chris McLeish's decision to leave the business on 10 October 2025 has been concluded. Simon is Ibstock's current Group Financial Controller having joined the business in June 2020 following 19 years at Rolls Royce plc in a number of senior finance roles, including Deputy Finance Director Operations and Civil Aerospace Financial Controller. Simon is a Chartered Accountant and holds an MBA from Warwick Business School.공시 • Aug 08Ibstock plc Provides Earnings Guidance for the Second Half of 2025Ibstock plc provided earnings guidance for the second half of 2025. For the second half, The company anticipates growth in sales volumes in the second half compared to the comparative period, although they remain mindful of broader macroeconomic risk and the potential impact this may have on the markets.공시 • Jul 15Ibstock plc to Report First Half, 2025 Results on Aug 06, 2025Ibstock plc announced that they will report first half, 2025 results on Aug 06, 2025공시 • May 16Ibstock plc Approves Final DividendIbstock plc at its AGM held on May 15, 2025, approved a final dividend of 2.5 pence per share.공시 • May 02Ibstock plc Announces That Chris Mcleish, Chief Financial Officer, Has Decided to LeaveIbstock Plc announced that Chris McLeish, Chief Financial Officer, has decided to leave the Group to take up the position of CFO at Hill and Smith plc. Chris has been with Ibstock since August 2019 and will leave the Group in October 2025.공시 • Mar 26+ 1 more updateIbstock plc Announces Board ChangesIbstock plc announced the appointment of Richard Akers as a Non-Executive Director and Chair Designate with effect from 5th May 2025. Jonathan Nicholls will step down as Chair and retire from the Board following the conclusion of the Company's Annual General Meeting (AGM) on 15th May 2025. Jonathan joined Ibstock's Board as a Non-Executive Director in September 2015 and was appointed as Chair in May 2018. Richard will succeed Jonathan as Chair following the conclusion of the Company's AGM. Richard brings a wealth of leadership experience and sector insight to the role having spent his career in the property, house building and land transaction industries, including twenty years with Land Securities Group PLC where he was a senior executive, member of the board, and managing director of the retail portfolio. He recently joined Miller Homes Limited as Chair in January 2025, prior to which he was the Chair of Redrow PLC until its merger with Barratt Developments PLC completed in October 2024. Richard spent nine years in non-executive director roles with Barratt Developments PLC and is currently the Senior Independent Director at Shaftesbury Capital PLC. He has also held non-executive roles at Unite Group PLC, EMAAR Malls in Dubai and the Battersea Power Station Development Company and was a fellow of the Royal Institution of Chartered Surveyors.공시 • Jan 16+ 1 more updateIbstock plc to Report Fiscal Year 2024 Results on Mar 05, 2025Ibstock plc announced that they will report fiscal year 2024 results on Mar 05, 2025Declared Dividend • Aug 09First half dividend of UK£0.015 announcedShareholders will receive a dividend of UK£0.015. Ex-date: 22nd August 2024 Payment date: 13th September 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (276% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.0% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 207% to bring the payout ratio under control. EPS is expected to grow by 274% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 08First half 2024 earnings released: EPS: UK£0.022 (vs UK£0.057 in 1H 2023)First half 2024 results: EPS: UK£0.022 (down from UK£0.057 in 1H 2023). Revenue: UK£178.2m (down 20% from 1H 2023). Net income: UK£8.59m (down 62% from 1H 2023). Profit margin: 4.8% (down from 10% in 1H 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year.공시 • Aug 07Ibstock plc Announces Interim Dividend for the Six Months Ended 30 June 2024, Payable on September 13, 2024Ibstock plc has declared an interim dividend for the six months ended 30 June 2024 of 1.5 pence per share (2022: 3.4 pence),for payment on 13 September 2024 to shareholders on the register on 23 August 2024.Recent Insider Transactions • Jun 15CEO & Executive Director recently sold €192k worth of stockOn the 10th of June, Joseph Hudson sold around 104k shares on-market at roughly €1.85 per share. This transaction amounted to 37% 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 Joseph's only on-market trade for the last 12 months.공시 • May 18Ibstock plc Approves Final DividendIbstock plc announced that at the AGM held on 16 May 2024 approved a final dividend of 3.6 pence per ordinary share.Upcoming Dividend • May 02Upcoming dividend of UK£0.036 per shareEligible shareholders must have bought the stock before 09 May 2024. Payment date: 31 May 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.5%).New Risk • Apr 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 130% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).공시 • Apr 12Ibstock plc, Annual General Meeting, May 16, 2024Ibstock plc, Annual General Meeting, May 16, 2024, at 11:00 Coordinated Universal Time. Location: the offices of Ibstock Plc, 54 Hatton Garden, London EC1N 8HN London United KingdomNew Risk • Mar 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 130% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).Reported Earnings • Mar 07Full year 2023 earnings released: EPS: UK£0.054 (vs UK£0.22 in FY 2022)Full year 2023 results: EPS: UK£0.054 (down from UK£0.22 in FY 2022). Revenue: UK£405.8m (down 21% from FY 2022). Net income: UK£21.1m (down 76% from FY 2022). Profit margin: 5.2% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1.89, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Basic Materials industry in Europe. Total loss to shareholders of 7.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.36 per share.공시 • Jan 17Ibstock plc Provides Earnings Guidance for the Full Year 2023Ibstock plc provided earnings guidance for the full year 2023. For the year, revenues expected to have decreased by 21% to approximately £405 million.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.56, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 14% over the past three years.Upcoming Dividend • Aug 17Upcoming dividend of UK£0.034 per share at 5.8% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.3%).Reported Earnings • Aug 03First half 2023 earnings released: EPS: UK£0.057 (vs UK£0.10 in 1H 2022)First half 2023 results: EPS: UK£0.057 (down from UK£0.10 in 1H 2022). Revenue: UK£222.7m (down 14% from 1H 2022). Net income: UK£22.4m (down 45% from 1H 2022). Profit margin: 10% (down from 16% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.New Risk • Aug 02New 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: Major Risk Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risks 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 • Jun 27Ibstock plc to Report First Half, 2023 Results on Aug 02, 2023Ibstock plc announced that they will report first half, 2023 results on Aug 02, 2023Upcoming Dividend • Apr 13Upcoming dividend of UK£0.055 per share at 5.1% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.7%).Reported Earnings • Mar 09Full year 2022 earnings released: EPS: UK£0.22 (vs UK£0.078 in FY 2021)Full year 2022 results: EPS: UK£0.22 (up from UK£0.078 in FY 2021). Revenue: UK£512.9m (up 26% from FY 2021). Net income: UK£86.9m (up 173% from FY 2021). Profit margin: 17% (up from 7.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Jan 18Ibstock plc Provides Earnings Guidance for the Year Ended 31 December 2022Ibstock plc provided earnings guidance for the year ended 31 December 2022. For the year, revenues are expected to increase by 25% to approximately £510 million compared to £409 million in 2021.공시 • Jan 13Ibstock plc to Report Fiscal Year 2022 Results on Mar 08, 2023Ibstock plc announced that they will report fiscal year 2022 results on Mar 08, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Peju Adebajo was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Sep 28+ 1 more updateIbstock plc, Annual General Meeting, Apr 27, 2023Ibstock plc, Annual General Meeting, Apr 27, 2023. Agenda: Annual General Meeting.Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Peju Adebajo was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Aug 11Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 13 September 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (4.0%).Reported Earnings • Jul 28First half 2022 earnings released: EPS: UK£0.10 (vs UK£0.027 in 1H 2021)First half 2022 results: EPS: UK£0.10 (up from UK£0.027 in 1H 2021). Revenue: UK£259.3m (up 28% from 1H 2021). Net income: UK£40.8m (up 272% from 1H 2021). Profit margin: 16% (up from 5.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.8%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.공시 • Jul 28Ibstock plc Announces Interim Dividend, Payable on September 13, 2022Ibstock plc announced an interim dividend of 3.3 pence per ordinary share (2021: 2.5 pence) will be paid on 13 September 2022 to shareholders on the register on 19 August 2022.공시 • May 13Ibstock plc (LSE:IBST) commences an Equity Buyback Plan for 40,963,159 shares, under the authorization approved on April 21, 2022.Ibstock plc (LSE:IBST) commences share repurchases on May 10, 2022, under the program mandated by the shareholders in the Annual General Meeting held on April 21, 2022. As per the mandate, the company is authorized to repurchase up to 40,963,159 shares. The minimum price (exclusive of expenses) which may be paid for each ordinary share is $0.01 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The authority shall expire at the conclusion of the next Annual General Meeting or if earlier, on July 1, 2023 unless renewed before that time On April 21, 2022, the company initiated a Market Repurchase. Under the program the company will purchase £30 million worth of its shares.공시 • Apr 22+ 1 more updateIbstock plc Elects Peju Adebajo as DirectorIbstock plc elected Peju Adebajo as director at the 2022 annual general meeting held on April 21, 2022.공시 • Apr 21Ibstock plc Revises Earnings Guidance for the Year 2022Having made a strong start to the year, whilst Ibstock plc remain mindful of broader macroeconomic challenges, the Board now expects full year 2022 performance to be modestly ahead of its previous expectations.Upcoming Dividend • Apr 07Upcoming dividend of UK£0.05 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 13 May 2022. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.9%). In line with average of industry peers (4.2%).Reported Earnings • Mar 10Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: UK£408.7m (up 29% from FY 2020). Net income: UK£31.8m (up UK£59.8m from FY 2020). Profit margin: 7.8% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 7.5% growth forecast for the industry in Germany.공시 • Mar 10Ibstock plc Recommends Final Dividend for the Year 2021, Payable on 13 May 2022Ibstock plc announced in light of the group's financial strength and prospects, a final dividend of 5.0 pence per ordinary share for the year 2021 (2020: 1.6 pence) is being recommended for payment on 13 May 2022 to shareholders on the register on 19 April 2022. This is in addition to its interim dividend paid in September 2021 of 2.5 pence per ordinary share (2020: nil pence). This full year dividend of 7.5 pence represents an increase of 5.9 pence (2020: 1.6 pence).공시 • Jan 22Ibstock plc Provides Revenue Guidance for the Year Ended December 31, 2021Ibstock plc provided revenue guidance for the year 2021. Full year revenues expected to increase by 29% on 2020, to £409 million.Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Chris McLeish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Chris McLeish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 05First half 2021 earnings released: EPS UK£0.027 (vs UK£0.12 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£202.0m (up 54% from 1H 2020). Net income: UK£11.0m (up UK£60.6m from 1H 2020). Profit margin: 5.4% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Apr 08Upcoming dividend of UK£0.016 per shareEligible shareholders must have bought the stock before 15 April 2021. Payment date: 14 May 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).Reported Earnings • Mar 11Full year 2020 earnings released: UK£0.068 loss per share (vs UK£0.16 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£316.2m (down 23% from FY 2019). Net loss: UK£28.0m (down 142% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Mar 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 18%, compared to a 6.1% growth forecast for the Basic Materials industry in Germany.공시 • Mar 11Ibstock plc, Annual General Meeting, Apr 22, 2021Ibstock plc, Annual General Meeting, Apr 22, 2021.Is New 90 Day High Low • Mar 06New 90-day high: €2.64The company is up 14% from its price of €2.31 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.41 per share.Is New 90 Day High Low • Feb 11New 90-day high: €2.44The company is up 17% from its price of €2.08 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.41 per share.Is New 90 Day High Low • Jan 22New 90-day high: €2.34The company is up 21% from its price of €1.94 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.26 per share.공시 • Dec 24+ 1 more updateIbstock plc to Report First Half, 2021 Results on Aug 04, 2021Ibstock plc announced that they will report first half, 2021 results on Aug 04, 2021Is New 90 Day High Low • Dec 05New 90-day high: €2.31The company is up 45% from its price of €1.59 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials 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 €2.02 per share.Is New 90 Day High Low • Nov 14New 90-day high: €2.08The company is up 16% from its price of €1.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.72 per share.Is New 90 Day High Low • Oct 24New 90-day high: €1.94The company is up 6.0% from its price of €1.82 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.78 per share.Is New 90 Day High Low • Sep 23New 90-day low: €1.52The company is down 22% from its price of €1.94 on 25 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 Basic Materials industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.65 per share.이익 및 매출 성장 예측DB:2I5 - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028420273860812/31/20273942031551012/31/20263681419421012/31/20253723-740N/A9/30/20253778449N/A6/30/2025381121658N/A3/31/2025374141256N/A12/31/202436615854N/A9/30/202436411-151N/A6/30/20243617-1048N/A3/31/202438414-1053N/A12/31/202340621-1058N/A9/30/202344145-270N/A6/30/202347668581N/A3/31/20234957832101N/A12/31/20225138758122N/A9/30/20224897462116N/A6/30/20224666267111N/A3/31/2022437476199N/A12/31/2021409325587N/A9/30/2021398325581N/A6/30/2021387335575N/A3/31/202135223759N/A12/31/2020316-281943N/A6/30/2020337-161348N/A3/31/2020373252562N/A12/31/2019409663876N/A6/30/201940369N/A86N/A3/31/201939772N/A83N/A12/31/201839176N/A80N/A6/30/201832675N/A99N/A3/31/201834470N/A96N/A12/31/201736365N/A94N/A9/30/201745282N/A87N/A6/30/201745391N/A80N/A3/31/201744491N/A87N/A12/31/201643590N/A93N/A6/30/201638837N/A29N/A3/31/201635764N/A32N/A12/31/201532691N/A35N/A6/30/2015341103N/A82N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2I5 의 연간 예상 수익 증가율(33.1%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 2I5 의 연간 수익(33.1%)이 German 시장(17.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 2I5 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 2I5 의 수익(연간 4.1%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 2I5 의 수익(연간 4.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2I5의 자본 수익률은 3년 후 8.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/14 10:00종가2026/05/14 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 소스Ibstock plc는 15명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Robert ChantryBerenbergAynsley LamminCanaccord GenuityFlorence O'DonoghueDavy12명의 분석가 더 보기
공시 • Aug 08Ibstock plc Provides Earnings Guidance for the Second Half of 2025Ibstock plc provided earnings guidance for the second half of 2025. For the second half, The company anticipates growth in sales volumes in the second half compared to the comparative period, although they remain mindful of broader macroeconomic risk and the potential impact this may have on the markets.
공시 • Jan 17Ibstock plc Provides Earnings Guidance for the Full Year 2023Ibstock plc provided earnings guidance for the full year 2023. For the year, revenues expected to have decreased by 21% to approximately £405 million.
공시 • Jan 18Ibstock plc Provides Earnings Guidance for the Year Ended 31 December 2022Ibstock plc provided earnings guidance for the year ended 31 December 2022. For the year, revenues are expected to increase by 25% to approximately £510 million compared to £409 million in 2021.
공시 • Apr 21Ibstock plc Revises Earnings Guidance for the Year 2022Having made a strong start to the year, whilst Ibstock plc remain mindful of broader macroeconomic challenges, the Board now expects full year 2022 performance to be modestly ahead of its previous expectations.
공시 • Jan 22Ibstock plc Provides Revenue Guidance for the Year Ended December 31, 2021Ibstock plc provided revenue guidance for the year 2021. Full year revenues expected to increase by 29% on 2020, to £409 million.
공시 • Apr 23+ 1 more updateIbstock plc Announces Appointment of Will Wilkins as Executive Director, Effective August 1, 2026Ibstock Plc announced that Will Wilkins will become an Executive Director. He is expected to join on August 1, 2026. Will joins Ibstock from Mpac Group plc, where he has been Chief Financial Officer since 2018, having held several finance roles at the same company. Prior to this, Will held senior financial positions at BSH Home Appliances, having started his career at Grant Thornton. Will currently has no other external appointments.
공시 • Mar 06+ 2 more updatesIbstock plc Proposes Final Dividend for the Year Ended 31 December 2025, Payable on 29 May 2026The Directors of Ibstock plc is proposing a final dividend in respect of the financial year ended 31 December 2025 of 1.5 pence (2024: 2.5 pence) per Ordinary Share, which will distribute an estimated £5.9 million (2024: £9.9 million) of shareholders' funds. Subject to approval at the Annual General Meeting, this will be paid on 29 May 2026, to shareholders on the register at the close of business on 8 May 2026.
공시 • Jan 20Ibstock plc to Report Fiscal Year 2025 Results on Mar 05, 2026Ibstock plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Mar 05, 2026
공시 • Oct 02Ibstock plc Announces Simon Bedford Will Assume the Role of Interim CFOFurther to the announcement made on 30 April 2025, Ibstock Plc announced that Simon Bedford will assume the role of Interim CFO until the process to appoint a successor to the role of Chief Financial Officer, following Chris McLeish's decision to leave the business on 10 October 2025 has been concluded. Simon is Ibstock's current Group Financial Controller having joined the business in June 2020 following 19 years at Rolls Royce plc in a number of senior finance roles, including Deputy Finance Director Operations and Civil Aerospace Financial Controller. Simon is a Chartered Accountant and holds an MBA from Warwick Business School.
공시 • Aug 08Ibstock plc Provides Earnings Guidance for the Second Half of 2025Ibstock plc provided earnings guidance for the second half of 2025. For the second half, The company anticipates growth in sales volumes in the second half compared to the comparative period, although they remain mindful of broader macroeconomic risk and the potential impact this may have on the markets.
공시 • Jul 15Ibstock plc to Report First Half, 2025 Results on Aug 06, 2025Ibstock plc announced that they will report first half, 2025 results on Aug 06, 2025
공시 • May 16Ibstock plc Approves Final DividendIbstock plc at its AGM held on May 15, 2025, approved a final dividend of 2.5 pence per share.
공시 • May 02Ibstock plc Announces That Chris Mcleish, Chief Financial Officer, Has Decided to LeaveIbstock Plc announced that Chris McLeish, Chief Financial Officer, has decided to leave the Group to take up the position of CFO at Hill and Smith plc. Chris has been with Ibstock since August 2019 and will leave the Group in October 2025.
공시 • Mar 26+ 1 more updateIbstock plc Announces Board ChangesIbstock plc announced the appointment of Richard Akers as a Non-Executive Director and Chair Designate with effect from 5th May 2025. Jonathan Nicholls will step down as Chair and retire from the Board following the conclusion of the Company's Annual General Meeting (AGM) on 15th May 2025. Jonathan joined Ibstock's Board as a Non-Executive Director in September 2015 and was appointed as Chair in May 2018. Richard will succeed Jonathan as Chair following the conclusion of the Company's AGM. Richard brings a wealth of leadership experience and sector insight to the role having spent his career in the property, house building and land transaction industries, including twenty years with Land Securities Group PLC where he was a senior executive, member of the board, and managing director of the retail portfolio. He recently joined Miller Homes Limited as Chair in January 2025, prior to which he was the Chair of Redrow PLC until its merger with Barratt Developments PLC completed in October 2024. Richard spent nine years in non-executive director roles with Barratt Developments PLC and is currently the Senior Independent Director at Shaftesbury Capital PLC. He has also held non-executive roles at Unite Group PLC, EMAAR Malls in Dubai and the Battersea Power Station Development Company and was a fellow of the Royal Institution of Chartered Surveyors.
공시 • Jan 16+ 1 more updateIbstock plc to Report Fiscal Year 2024 Results on Mar 05, 2025Ibstock plc announced that they will report fiscal year 2024 results on Mar 05, 2025
Declared Dividend • Aug 09First half dividend of UK£0.015 announcedShareholders will receive a dividend of UK£0.015. Ex-date: 22nd August 2024 Payment date: 13th September 2024 Dividend yield will be 2.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (276% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.0% per year over the past 8 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 207% to bring the payout ratio under control. EPS is expected to grow by 274% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 08First half 2024 earnings released: EPS: UK£0.022 (vs UK£0.057 in 1H 2023)First half 2024 results: EPS: UK£0.022 (down from UK£0.057 in 1H 2023). Revenue: UK£178.2m (down 20% from 1H 2023). Net income: UK£8.59m (down 62% from 1H 2023). Profit margin: 4.8% (down from 10% in 1H 2023). Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 7% per year.
공시 • Aug 07Ibstock plc Announces Interim Dividend for the Six Months Ended 30 June 2024, Payable on September 13, 2024Ibstock plc has declared an interim dividend for the six months ended 30 June 2024 of 1.5 pence per share (2022: 3.4 pence),for payment on 13 September 2024 to shareholders on the register on 23 August 2024.
Recent Insider Transactions • Jun 15CEO & Executive Director recently sold €192k worth of stockOn the 10th of June, Joseph Hudson sold around 104k shares on-market at roughly €1.85 per share. This transaction amounted to 37% 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 Joseph's only on-market trade for the last 12 months.
공시 • May 18Ibstock plc Approves Final DividendIbstock plc announced that at the AGM held on 16 May 2024 approved a final dividend of 3.6 pence per ordinary share.
Upcoming Dividend • May 02Upcoming dividend of UK£0.036 per shareEligible shareholders must have bought the stock before 09 May 2024. Payment date: 31 May 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.5%).
New Risk • Apr 14New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 130% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).
공시 • Apr 12Ibstock plc, Annual General Meeting, May 16, 2024Ibstock plc, Annual General Meeting, May 16, 2024, at 11:00 Coordinated Universal Time. Location: the offices of Ibstock Plc, 54 Hatton Garden, London EC1N 8HN London United Kingdom
New Risk • Mar 13New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 49% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 130% Paying a dividend despite having no free cash flows. Minor Risks Share price has been volatile over the past 3 months (7.6% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (5.2% net profit margin).
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: UK£0.054 (vs UK£0.22 in FY 2022)Full year 2023 results: EPS: UK£0.054 (down from UK£0.22 in FY 2022). Revenue: UK£405.8m (down 21% from FY 2022). Net income: UK£21.1m (down 76% from FY 2022). Profit margin: 5.2% (down from 17% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1.89, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Basic Materials industry in Europe. Total loss to shareholders of 7.1% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €3.36 per share.
공시 • Jan 17Ibstock plc Provides Earnings Guidance for the Full Year 2023Ibstock plc provided earnings guidance for the full year 2023. For the year, revenues expected to have decreased by 21% to approximately £405 million.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.56, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 14% over the past three years.
Upcoming Dividend • Aug 17Upcoming dividend of UK£0.034 per share at 5.8% yieldEligible shareholders must have bought the stock before 24 August 2023. Payment date: 15 September 2023. Payout ratio is a comfortable 51% but the company is paying out more than the cash it is generating. Trailing yield: 5.8%. Within top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.3%).
Reported Earnings • Aug 03First half 2023 earnings released: EPS: UK£0.057 (vs UK£0.10 in 1H 2022)First half 2023 results: EPS: UK£0.057 (down from UK£0.10 in 1H 2022). Revenue: UK£222.7m (down 14% from 1H 2022). Net income: UK£22.4m (down 45% from 1H 2022). Profit margin: 10% (down from 16% in 1H 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
New Risk • Aug 02New 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: Major Risk Earnings are forecast to decline by an average of 13% per year for the foreseeable future. Minor Risks 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 • Jun 27Ibstock plc to Report First Half, 2023 Results on Aug 02, 2023Ibstock plc announced that they will report first half, 2023 results on Aug 02, 2023
Upcoming Dividend • Apr 13Upcoming dividend of UK£0.055 per share at 5.1% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 12 May 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.7%).
Reported Earnings • Mar 09Full year 2022 earnings released: EPS: UK£0.22 (vs UK£0.078 in FY 2021)Full year 2022 results: EPS: UK£0.22 (up from UK£0.078 in FY 2021). Revenue: UK£512.9m (up 26% from FY 2021). Net income: UK£86.9m (up 173% from FY 2021). Profit margin: 17% (up from 7.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Jan 18Ibstock plc Provides Earnings Guidance for the Year Ended 31 December 2022Ibstock plc provided earnings guidance for the year ended 31 December 2022. For the year, revenues are expected to increase by 25% to approximately £510 million compared to £409 million in 2021.
공시 • Jan 13Ibstock plc to Report Fiscal Year 2022 Results on Mar 08, 2023Ibstock plc announced that they will report fiscal year 2022 results on Mar 08, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Peju Adebajo was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Sep 28+ 1 more updateIbstock plc, Annual General Meeting, Apr 27, 2023Ibstock plc, Annual General Meeting, Apr 27, 2023. Agenda: Annual General Meeting.
Board Change • Sep 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. No highly experienced directors. Independent Non-Executive Director Peju Adebajo was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Aug 11Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 13 September 2022. Payout ratio is a comfortable 55% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (4.0%).
Reported Earnings • Jul 28First half 2022 earnings released: EPS: UK£0.10 (vs UK£0.027 in 1H 2021)First half 2022 results: EPS: UK£0.10 (up from UK£0.027 in 1H 2021). Revenue: UK£259.3m (up 28% from 1H 2021). Net income: UK£40.8m (up 272% from 1H 2021). Profit margin: 16% (up from 5.4% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.8%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 4% per year.
공시 • Jul 28Ibstock plc Announces Interim Dividend, Payable on September 13, 2022Ibstock plc announced an interim dividend of 3.3 pence per ordinary share (2021: 2.5 pence) will be paid on 13 September 2022 to shareholders on the register on 19 August 2022.
공시 • May 13Ibstock plc (LSE:IBST) commences an Equity Buyback Plan for 40,963,159 shares, under the authorization approved on April 21, 2022.Ibstock plc (LSE:IBST) commences share repurchases on May 10, 2022, under the program mandated by the shareholders in the Annual General Meeting held on April 21, 2022. As per the mandate, the company is authorized to repurchase up to 40,963,159 shares. The minimum price (exclusive of expenses) which may be paid for each ordinary share is $0.01 and the maximum price which may be paid for each ordinary share is the higher an amount equal to 105% of the average of the middle market quotations for an ordinary share as derived from the London Stock Exchange Daily Official List of the UK Listing Authority for the five business days immediately preceding the day on which the ordinary share is contracted to be purchased and an amount equal to the higher of the price of the last independent trade of an ordinary share and the current highest independent bid for an ordinary share as derived from the London Stock Exchange Trading System. The authority shall expire at the conclusion of the next Annual General Meeting or if earlier, on July 1, 2023 unless renewed before that time On April 21, 2022, the company initiated a Market Repurchase. Under the program the company will purchase £30 million worth of its shares.
공시 • Apr 22+ 1 more updateIbstock plc Elects Peju Adebajo as DirectorIbstock plc elected Peju Adebajo as director at the 2022 annual general meeting held on April 21, 2022.
공시 • Apr 21Ibstock plc Revises Earnings Guidance for the Year 2022Having made a strong start to the year, whilst Ibstock plc remain mindful of broader macroeconomic challenges, the Board now expects full year 2022 performance to be modestly ahead of its previous expectations.
Upcoming Dividend • Apr 07Upcoming dividend of UK£0.05 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 13 May 2022. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 4.3%. Within top quartile of German dividend payers (3.9%). In line with average of industry peers (4.2%).
Reported Earnings • Mar 10Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: UK£408.7m (up 29% from FY 2020). Net income: UK£31.8m (up UK£59.8m from FY 2020). Profit margin: 7.8% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 7.5% growth forecast for the industry in Germany.
공시 • Mar 10Ibstock plc Recommends Final Dividend for the Year 2021, Payable on 13 May 2022Ibstock plc announced in light of the group's financial strength and prospects, a final dividend of 5.0 pence per ordinary share for the year 2021 (2020: 1.6 pence) is being recommended for payment on 13 May 2022 to shareholders on the register on 19 April 2022. This is in addition to its interim dividend paid in September 2021 of 2.5 pence per ordinary share (2020: nil pence). This full year dividend of 7.5 pence represents an increase of 5.9 pence (2020: 1.6 pence).
공시 • Jan 22Ibstock plc Provides Revenue Guidance for the Year Ended December 31, 2021Ibstock plc provided revenue guidance for the year 2021. Full year revenues expected to increase by 29% on 2020, to £409 million.
Board Change • Nov 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Chris McLeish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Director Chris McLeish was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 05First half 2021 earnings released: EPS UK£0.027 (vs UK£0.12 loss in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£202.0m (up 54% from 1H 2020). Net income: UK£11.0m (up UK£60.6m from 1H 2020). Profit margin: 5.4% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 67 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Apr 08Upcoming dividend of UK£0.016 per shareEligible shareholders must have bought the stock before 15 April 2021. Payment date: 14 May 2021. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.7%).
Reported Earnings • Mar 11Full year 2020 earnings released: UK£0.068 loss per share (vs UK£0.16 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: UK£316.2m (down 23% from FY 2019). Net loss: UK£28.0m (down 142% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Mar 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 18%, compared to a 6.1% growth forecast for the Basic Materials industry in Germany.
공시 • Mar 11Ibstock plc, Annual General Meeting, Apr 22, 2021Ibstock plc, Annual General Meeting, Apr 22, 2021.
Is New 90 Day High Low • Mar 06New 90-day high: €2.64The company is up 14% from its price of €2.31 on 04 December 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.41 per share.
Is New 90 Day High Low • Feb 11New 90-day high: €2.44The company is up 17% from its price of €2.08 on 13 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.41 per share.
Is New 90 Day High Low • Jan 22New 90-day high: €2.34The company is up 21% from its price of €1.94 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.26 per share.
공시 • Dec 24+ 1 more updateIbstock plc to Report First Half, 2021 Results on Aug 04, 2021Ibstock plc announced that they will report first half, 2021 results on Aug 04, 2021
Is New 90 Day High Low • Dec 05New 90-day high: €2.31The company is up 45% from its price of €1.59 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials 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 €2.02 per share.
Is New 90 Day High Low • Nov 14New 90-day high: €2.08The company is up 16% from its price of €1.80 on 14 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.72 per share.
Is New 90 Day High Low • Oct 24New 90-day high: €1.94The company is up 6.0% from its price of €1.82 on 24 July 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.78 per share.
Is New 90 Day High Low • Sep 23New 90-day low: €1.52The company is down 22% from its price of €1.94 on 25 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 Basic Materials industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.65 per share.