View ValuationMeridian Energy 향후 성장Future 기준 점검 3/6Meridian Energy (는) 각각 연간 34.3% 및 0.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 34.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.8% 로 예상됩니다.핵심 정보34.3%이익 성장률34.62%EPS 성장률Renewable Energy 이익 성장7.0%매출 성장률0.5%향후 자기자본이익률5.84%애널리스트 커버리지Low마지막 업데이트19 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 21Insufficient 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. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director David Carter was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Feb 25Meridian Energy Limited Announces Ordinary Unfranked Dividend for the Six Months Ended December 31, 2025, Payable on March 24, 2026Meridian Energy Limited announced ordinary unfranked dividend of NZD 0.06400000 per security for the six months ended December 31, 2025. Dividend payable on March 24, 2026, record date of March 6, 2026 and ex-date of March 5, 2026.공시 • Dec 15Meridian Energy Limited to Report First Half, 2026 Final Results on Feb 25, 2026Meridian Energy Limited announced that they will report first half, 2026 final results on Feb 25, 2026공시 • Dec 05Meridian Energy Limited Announces Resignation of Michelle Henderson as Independent Director, Effective 27 January 2026Meridian Energy Limited announced resignation of Michelle Henderson as independent director, effective 27 January 2026. Michelle's resignation follows her appointment as the new General Manager of New Zealand Aluminium Smelters (NZAS) at Tiwai.공시 • Oct 28Meridian Energy Limited Appoints Kylie Reiri as Future Director, Effective 3 November 2025The Meridian Energy Board announced the appointment of Kylie Reiri (Ngi Tahu, Ngti Kahungunu, Rangitne) as its next Future Director, effective 3 November 2025. Kylie has had a career in a range of private and public sector roles dedicated to improving outcomes for New Zealanders through data-driven decision making including her current role as Deputy Chief Executive Transformation, Technology and Enabling Services with the Social Investment Agency. Prior to this Kylie was a Partner at PwC where she led work across the Mori economy and the Finance, Economics and Analytics practice. She has experience building and leading start-up companies, including serving as CEO of Nicholson Consulting and co-founding Impact Lab. Her leadership has been recognised with several awards, including NZ IT Professional of the Year 2021 and the IT People Leadership award. She serves on the Data Science and AI Board at Te Herenga Waka-Victoria University of Wellington, advocating for accelerated adoption of new technologies in safe and considered ways. Of Ngti Kahungunu, Rangitne and Ngi Tahu descent, Kylie brings strong cultural capability to her role. She is passionate about ensuring every child in Aotearoa New Zealand has the opportunity to thrive. Kylie lives in Wellington with her partner and their three tamariki, who they are raising in a bilingual te reo Mori home.공시 • Oct 21Meridian Energy Limited Declares Final Cash Dividend for the Fiscal Year 2025That strong balance sheet meant Meridian Energy Limited was also able to provide stable returns to shareholders, with the Board declaring a final ordinary dividend of 14.85 cents per share. This brings the total ordinary dividends declared in FY25 to 21.00 cents per share. The Board approved continuation of the Dividend Reinvestment Plan at a 2% discount.공시 • Aug 07Meridian Energy Limited, Annual General Meeting, Oct 21, 2025Meridian Energy Limited, Annual General Meeting, Oct 21, 2025. Location: wellington New Zealand공시 • Jun 26Meridian Energy Limited to Report Fiscal Year 2025 Results on Aug 27, 2025Meridian Energy Limited announced that they will report fiscal year 2025 results on Aug 27, 2025공시 • May 15Meridian Energy Limited (NZSE:MEL) agreed to acquire branded electricity customers, hedge book and brand of Flick Energy Limited.Meridian Energy Limited (NZSE:MEL) agreed to acquire branded electricity customers, hedge book and brand of Flick Energy Limited on May 13, 2025. In a related transaction, Meridian Energy Limited agreed to acquire branded electricity customers of Z Energy Limited for a combined consideration of NZD 70 million.공시 • Feb 20Meridian Energy Limited (NZSE:MEL) entered into a Scheme Implementation Agreement to acquire remaining 80.01% stake in NZ Windfarms Limited (NZSE:NWF) from Salt Funds Management Limited and Robert Stone for NZD 72.7 million.Meridian Energy Limited (NZSE:MEL) entered into a Scheme Implementation Agreement to acquire remaining 80.01% stake in NZ Windfarms Limited (NZSE:NWF) from Salt Funds Management Limited and Robert Stone for NZD 72.7 million on February 19, 2025. A cash consideration valued at NZD 0.25 per share will be paid by Meridian Energy Limited. Upon completion, Meridian Energy Limited will own 100% stake in NZ Windfarms Limited. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The deal has been unanimously approved by the board. Russell McVeagh acted as legal advisor for Meridian Energy Limited. Clare Capital Limited acted as financial advisor for Meridian Energy Limited.공시 • Dec 16Meridian Energy Limited to Report First Half, 2025 Results on Feb 26, 2025Meridian Energy Limited announced that they will report first half, 2025 results on Feb 26, 2025Declared Dividend • Aug 30Final dividend of NZ$0.17 announcedShareholders will receive a dividend of NZ$0.17. Ex-date: 4th September 2024 Payment date: 20th September 2024 Dividend yield will be 6.1%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio) nor is it covered by cash flows (157% cash payout ratio). The dividend has increased by an average of 4.9% 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. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control. EPS is expected to grow by 12% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Aug 28Full year 2024 earnings released: EPS: NZ$0.17 (vs NZ$0.037 in FY 2023)Full year 2024 results: EPS: NZ$0.17 (up from NZ$0.037 in FY 2023). Revenue: NZ$4.86b (up 51% from FY 2023). Net income: NZ$429.0m (up 352% from FY 2023). Profit margin: 8.8% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.9% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공시 • Aug 28Meridian Energy Limited Declares Partially Imputed Final Ordinary Dividend for the Fiscal Year Ended June 30, 2024, Payable on 20 September 2024The Board of Meridian Energy Limited declared a partially imputed final ordinary dividend of 14.85 cents per share. This brings the total ordinary dividends declared in fiscal year 2024 to 21.00 cents per share. Record date is 5 September 2024. Dividend payment date is 20 September 2024.공시 • Aug 01Meridian Energy Limited, Annual General Meeting, Oct 15, 2024Meridian Energy Limited, Annual General Meeting, Oct 15, 2024.공시 • Jun 27Meridian Energy Limited to Report Fiscal Year 2024 Results on Aug 28, 2024Meridian Energy Limited announced that they will report fiscal year 2024 results on Aug 28, 2024Declared Dividend • Mar 01First half dividend of NZ$0.07 announcedShareholders will receive a dividend of NZ$0.07. Ex-date: 8th March 2024 Payment date: 26th March 2024 Dividend yield will be 4.4%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (362% earnings payout ratio) nor is it covered by cash flows (236% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 302% to bring the payout ratio under control. EPS is expected to grow by 223% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.공시 • Mar 01Meridian Energy Limited Announces Dividend for the Six Months Ended December 31, 2023, Payable on March 26, 2024Meridian Energy Limited announced ordinary fully paid foreign exempt dividend of NZD 0.07018235 per security for the six months ended December 31, 2023. Ex date is March 8, 2024; Record date is March 11, 2024; Payment date is March 26, 2024.공시 • Dec 05Meridian Energy Limited to Report First Half, 2024 Results on Feb 28, 2024Meridian Energy Limited announced that they will report first half, 2024 results on Feb 28, 2024공시 • Aug 30Meridian Energy Limited Announces Final Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Meridian Energy Limited announced final ordinary dividend of 11.90 cents per share for the six months ended June 30, 2023. Record Date is September 7, 2023. Ex Date is September 6, 2023. Payment Date is September 22, 2023.Reported Earnings • Aug 29Full year 2023 earnings released: EPS: NZ$0.037 (vs NZ$0.17 in FY 2022)Full year 2023 results: EPS: NZ$0.037 (down from NZ$0.17 in FY 2022). Revenue: NZ$3.22b (down 13% from FY 2022). Net income: NZ$95.0m (down 79% from FY 2022). Profit margin: 2.9% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.공시 • Jul 29Meridian Energy Limited, Annual General Meeting, Oct 12, 2023Meridian Energy Limited, Annual General Meeting, Oct 12, 2023.Buying Opportunity • Jul 21Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €3.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to decline by 0.1% per annum. Earnings is forecast to grow by 5.2% per annum over the same time period.공시 • Jul 13Meridian Energy Limited Appoints David Carter as A Non-Executive Director with Effect from 25 July 2023Meridian Energy Limited advised that it intends to appoint David Carter as a Non-Executive Director with effect from 25 July 2023. David brings broad expertise in the civil engineering, infrastructure, strategy, and management spaces and will add to the Board's skills and expertise following the retirement of longstanding Director, Mark Cairns, whose term concludes at the Company's Annual Shareholders' Meeting later this year. David holds a BE (Civil) with Honours and a ME with distinction from Auckland University New Zealand, as well as a PhD (Geotechnical Engineering) from the University of California at Berkeley in the United States of America. David has been with the Beca group of companies since 1988 and over his 30 plus years of experience has held various positions within the group. Since 2017 Mr. Carter has been the Group Executive Chair at Beca Group Ltd. - one of the largest independent advisory, design, engineering and related services consultancies in the Asia-Pacific. A civil engineer by profession, David has worked across a diverse range of sectors both within New Zealand and offshore, from airports to ports, and wastewater treatment plants to heavy duty pavements. He has worked on remediation of the Larona hydro canal and on foundations for high rise structures. During his career he has worked on a range of major projects including the Victorian (Australia) Desalination plant as a board member of the design JV. He was also a technical reviewer of the resource consent for the Kioreweku Hydroelectric project.공시 • Jun 30Meridian Energy Limited to Report Fiscal Year 2023 Results on Aug 29, 2023Meridian Energy Limited announced that they will report fiscal year 2023 results on Aug 29, 2023Recent Insider Transactions • Mar 10Chief People Officer recently sold €311k worth of stockOn the 6th of March, Jason Stein sold around 100k shares on-market at roughly €3.11 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €252k more than they bought in the last 12 months.Reported Earnings • Mar 01First half 2023 earnings released: EPS: NZ$0.078 (vs NZ$0.056 in 1H 2022)First half 2023 results: EPS: NZ$0.078 (up from NZ$0.056 in 1H 2022). Revenue: NZ$1.53b (down 8.6% from 1H 2022). Net income: NZ$201.0m (up 39% from 1H 2022). Profit margin: 13% (up from 8.7% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is expected to fall by 3.4% p.a. on average during the next 3 years compared to a 8.3% decline forecast for the Renewable Energy industry in Germany.공시 • Dec 15Meridian Energy Limited to Report First Half, 2023 Results on Mar 01, 2023Meridian Energy Limited announced that they will report first half, 2023 results on Mar 01, 2023Board Change • Oct 31High number of new directorsIndependent Non-Executive Director Graham John Cockroft was the last director to join the board, commencing their role in 2022.Recent Insider Transactions • Sep 01Independent Non-Executive Director recently bought €64k worth of stockOn the 25th of August, Graham John Cockroft bought around 20k shares on-market at roughly €3.18 per share. This transaction increased Graham John's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €63k more in shares than they bought in the last 12 months.Upcoming Dividend • Aug 31Upcoming dividend of NZ$0.13 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 23 September 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.8%).Reported Earnings • Aug 24Full year 2022 earnings released: EPS: NZ$0.17 (vs NZ$0.17 in FY 2021)Full year 2022 results: EPS: NZ$0.17 (up from NZ$0.17 in FY 2021). Revenue: NZ$3.70b (down 14% from FY 2021). Net income: NZ$451.0m (up 5.4% from FY 2021). Profit margin: 12% (up from 10.0% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 7.2% compared to a 11% decline forecast for the Renewable Energy industry in Germany.Board Change • Aug 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Graham John Cockroft was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 10Upcoming dividend of NZ$0.067 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 08 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (3.5%). In line with average of industry peers (3.5%).Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.20, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 23x in the Renewable Energy industry in Europe. Negligible returns to shareholders over past year.Reported Earnings • Feb 24First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: NZ$0.056 (down from NZ$0.089 in 1H 2021). Revenue: NZ$1.67b (down 1.1% from 1H 2021). Net income: NZ$145.0m (down 36% from 1H 2021). Profit margin: 8.7% (down from 13% in 1H 2021). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 6.3%. Over the next year, revenue is expected to shrink by 21% compared to a 26% decline forecast for the industry in Germany.Executive Departure • Dec 06Chief People Officer Tania Palmer has left the companyOn the 6th of December, Tania Palmer's tenure as Chief People Officer ended after 2.5 years in the role. We don't have any record of a personal shareholding under Tania's name. Tania is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.Recent Insider Transactions • Dec 01Insider recently sold €145k worth of stockOn the 22nd of November, Jason Stein sold around 50k shares on-market at roughly €2.89 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €191k more than they bought in the last 12 months.Upcoming Dividend • Sep 22Upcoming dividend of NZ$0.13 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 15 October 2021. Trailing yield: 3.2%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).Board Change • Sep 15High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tania Joy Te Simpson was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tania Joy Te Simpson was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 25Full year 2021 earnings released: EPS NZ$0.17 (vs NZ$0.069 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: NZ$4.30b (up 26% from FY 2020). Net income: NZ$428.0m (up 143% from FY 2020). Profit margin: 10.0% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue.Upcoming Dividend • Mar 23Upcoming Dividend of NZ$0.066 Per ShareWill be paid on the 16th of April to those who are registered shareholders by the 30th of March. The trailing yield of 3.2% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (3.9%).Is New 90 Day High Low • Mar 09New 90-day low: €3.20The company is down 23% from its price of €4.16 on 08 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy 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 €4.16 per share.Reported Earnings • Feb 25First half 2021 earnings released: EPS NZ$0.089 (vs NZ$0.075 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: NZ$1.87b (up 5.0% from 1H 2020). Net income: NZ$227.0m (up 19% from 1H 2020). Profit margin: 12% (up from 11% in 1H 2020). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 25Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to stay flat compared to a 28% growth forecast for the Renewable Energy industry in Germany.Is New 90 Day High Low • Dec 30New 90-day high: €4.58The company is up 70% from its price of €2.70 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy 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 €2.51 per share.Is New 90 Day High Low • Dec 09New 90-day high: €4.16The company is up 52% from its price of €2.74 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy 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 €2.07 per share.Is New 90 Day High Low • Nov 10New 90-day high: €3.46The company is up 25% from its price of €2.76 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy 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 €2.04 per share.이익 및 매출 성장 예측DB:15M1 - 애널리스트 향후 추정치 및 과거 재무 데이터 (NZD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/20284,78043586892226/30/20274,72038777284726/30/20264,245309721813212/31/20254,588-104467604N/A9/30/20254,712-278301461N/A6/30/20254,835-452134318N/A3/31/20254,918-167129366N/A12/31/20245,000117124414N/A9/30/20244,928273235541N/A6/30/20244,856429346667N/A3/31/20244,360257N/AN/AN/A12/31/20233,86385207547N/A9/30/20233,54390194528N/A6/30/20233,22295180509N/A3/31/20233,398301N/AN/AN/A12/31/20223,574507280501N/A9/30/20223,675479285481N/A6/30/20223,776451289461N/A12/31/20213,945333302469N/A9/30/20213,954374310450N/A6/30/20213,963415317431N/A3/31/20213,716320387479N/A12/31/20203,315211456526N/A9/30/20203,360193500566N/A6/30/20203,405175543605N/A3/31/20203,493277557622N/A12/31/20193,580378571639N/A9/30/20193,536359N/A637N/A6/30/20193,491339N/A635N/A3/31/20193,252292N/A581N/A12/31/20183,012244N/A527N/A9/30/20182,887223N/A477N/A6/30/20182,762201N/A427N/A3/31/20182,696193N/AN/AN/A12/31/20172,630184N/A429N/A9/30/20172,475192N/A450N/A6/30/20172,320200N/A470N/A3/31/20172,306203N/AN/AN/A12/31/20162,292206N/A449N/A9/30/20162,334196N/A451N/A6/30/20162,375185N/A452N/A3/31/20162,330210N/A441N/A12/31/20152,284234N/A429N/A9/30/20152,344241N/A435N/A6/30/20152,403247N/A440N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 15M1 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(1.9%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: 15M1 (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: 15M1 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: 15M1 의 수익(연간 0.5%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 15M1 의 수익(연간 0.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 15M1의 자본 수익률은 3년 후 5.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YUtilities 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 18:05종가2026/05/26 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 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 소스Meridian Energy Limited는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Grant SwanepoelDeutsche BankBruce McKayEdison Investment ResearchAndrew Harvey-GreenForsyth Barr Group Ltd.8명의 분석가 더 보기
Board Change • May 21Insufficient 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. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Director David Carter was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Feb 25Meridian Energy Limited Announces Ordinary Unfranked Dividend for the Six Months Ended December 31, 2025, Payable on March 24, 2026Meridian Energy Limited announced ordinary unfranked dividend of NZD 0.06400000 per security for the six months ended December 31, 2025. Dividend payable on March 24, 2026, record date of March 6, 2026 and ex-date of March 5, 2026.
공시 • Dec 15Meridian Energy Limited to Report First Half, 2026 Final Results on Feb 25, 2026Meridian Energy Limited announced that they will report first half, 2026 final results on Feb 25, 2026
공시 • Dec 05Meridian Energy Limited Announces Resignation of Michelle Henderson as Independent Director, Effective 27 January 2026Meridian Energy Limited announced resignation of Michelle Henderson as independent director, effective 27 January 2026. Michelle's resignation follows her appointment as the new General Manager of New Zealand Aluminium Smelters (NZAS) at Tiwai.
공시 • Oct 28Meridian Energy Limited Appoints Kylie Reiri as Future Director, Effective 3 November 2025The Meridian Energy Board announced the appointment of Kylie Reiri (Ngi Tahu, Ngti Kahungunu, Rangitne) as its next Future Director, effective 3 November 2025. Kylie has had a career in a range of private and public sector roles dedicated to improving outcomes for New Zealanders through data-driven decision making including her current role as Deputy Chief Executive Transformation, Technology and Enabling Services with the Social Investment Agency. Prior to this Kylie was a Partner at PwC where she led work across the Mori economy and the Finance, Economics and Analytics practice. She has experience building and leading start-up companies, including serving as CEO of Nicholson Consulting and co-founding Impact Lab. Her leadership has been recognised with several awards, including NZ IT Professional of the Year 2021 and the IT People Leadership award. She serves on the Data Science and AI Board at Te Herenga Waka-Victoria University of Wellington, advocating for accelerated adoption of new technologies in safe and considered ways. Of Ngti Kahungunu, Rangitne and Ngi Tahu descent, Kylie brings strong cultural capability to her role. She is passionate about ensuring every child in Aotearoa New Zealand has the opportunity to thrive. Kylie lives in Wellington with her partner and their three tamariki, who they are raising in a bilingual te reo Mori home.
공시 • Oct 21Meridian Energy Limited Declares Final Cash Dividend for the Fiscal Year 2025That strong balance sheet meant Meridian Energy Limited was also able to provide stable returns to shareholders, with the Board declaring a final ordinary dividend of 14.85 cents per share. This brings the total ordinary dividends declared in FY25 to 21.00 cents per share. The Board approved continuation of the Dividend Reinvestment Plan at a 2% discount.
공시 • Aug 07Meridian Energy Limited, Annual General Meeting, Oct 21, 2025Meridian Energy Limited, Annual General Meeting, Oct 21, 2025. Location: wellington New Zealand
공시 • Jun 26Meridian Energy Limited to Report Fiscal Year 2025 Results on Aug 27, 2025Meridian Energy Limited announced that they will report fiscal year 2025 results on Aug 27, 2025
공시 • May 15Meridian Energy Limited (NZSE:MEL) agreed to acquire branded electricity customers, hedge book and brand of Flick Energy Limited.Meridian Energy Limited (NZSE:MEL) agreed to acquire branded electricity customers, hedge book and brand of Flick Energy Limited on May 13, 2025. In a related transaction, Meridian Energy Limited agreed to acquire branded electricity customers of Z Energy Limited for a combined consideration of NZD 70 million.
공시 • Feb 20Meridian Energy Limited (NZSE:MEL) entered into a Scheme Implementation Agreement to acquire remaining 80.01% stake in NZ Windfarms Limited (NZSE:NWF) from Salt Funds Management Limited and Robert Stone for NZD 72.7 million.Meridian Energy Limited (NZSE:MEL) entered into a Scheme Implementation Agreement to acquire remaining 80.01% stake in NZ Windfarms Limited (NZSE:NWF) from Salt Funds Management Limited and Robert Stone for NZD 72.7 million on February 19, 2025. A cash consideration valued at NZD 0.25 per share will be paid by Meridian Energy Limited. Upon completion, Meridian Energy Limited will own 100% stake in NZ Windfarms Limited. The transaction is subject to approval of merger agreement by target board, approval of offer by target shareholders and subject to court approval. The deal has been unanimously approved by the board. Russell McVeagh acted as legal advisor for Meridian Energy Limited. Clare Capital Limited acted as financial advisor for Meridian Energy Limited.
공시 • Dec 16Meridian Energy Limited to Report First Half, 2025 Results on Feb 26, 2025Meridian Energy Limited announced that they will report first half, 2025 results on Feb 26, 2025
Declared Dividend • Aug 30Final dividend of NZ$0.17 announcedShareholders will receive a dividend of NZ$0.17. Ex-date: 4th September 2024 Payment date: 20th September 2024 Dividend yield will be 6.1%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (127% earnings payout ratio) nor is it covered by cash flows (157% cash payout ratio). The dividend has increased by an average of 4.9% 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. The company's earnings per share (EPS) would need to grow by 41% to bring the payout ratio under control. EPS is expected to grow by 12% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Aug 28Full year 2024 earnings released: EPS: NZ$0.17 (vs NZ$0.037 in FY 2023)Full year 2024 results: EPS: NZ$0.17 (up from NZ$0.037 in FY 2023). Revenue: NZ$4.86b (up 51% from FY 2023). Net income: NZ$429.0m (up 352% from FY 2023). Profit margin: 8.8% (up from 2.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue is expected to decline by 3.9% p.a. on average during the next 3 years, while revenues in the Renewable Energy industry in Germany are expected to grow by 3.4%. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공시 • Aug 28Meridian Energy Limited Declares Partially Imputed Final Ordinary Dividend for the Fiscal Year Ended June 30, 2024, Payable on 20 September 2024The Board of Meridian Energy Limited declared a partially imputed final ordinary dividend of 14.85 cents per share. This brings the total ordinary dividends declared in fiscal year 2024 to 21.00 cents per share. Record date is 5 September 2024. Dividend payment date is 20 September 2024.
공시 • Aug 01Meridian Energy Limited, Annual General Meeting, Oct 15, 2024Meridian Energy Limited, Annual General Meeting, Oct 15, 2024.
공시 • Jun 27Meridian Energy Limited to Report Fiscal Year 2024 Results on Aug 28, 2024Meridian Energy Limited announced that they will report fiscal year 2024 results on Aug 28, 2024
Declared Dividend • Mar 01First half dividend of NZ$0.07 announcedShareholders will receive a dividend of NZ$0.07. Ex-date: 8th March 2024 Payment date: 26th March 2024 Dividend yield will be 4.4%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is not covered by earnings (362% earnings payout ratio) nor is it covered by cash flows (236% cash payout ratio). The dividend has increased by an average of 3.6% per year over the past 9 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 302% to bring the payout ratio under control. EPS is expected to grow by 223% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
공시 • Mar 01Meridian Energy Limited Announces Dividend for the Six Months Ended December 31, 2023, Payable on March 26, 2024Meridian Energy Limited announced ordinary fully paid foreign exempt dividend of NZD 0.07018235 per security for the six months ended December 31, 2023. Ex date is March 8, 2024; Record date is March 11, 2024; Payment date is March 26, 2024.
공시 • Dec 05Meridian Energy Limited to Report First Half, 2024 Results on Feb 28, 2024Meridian Energy Limited announced that they will report first half, 2024 results on Feb 28, 2024
공시 • Aug 30Meridian Energy Limited Announces Final Ordinary Dividend for the Six Months Ended June 30, 2023, Payable on September 22, 2023Meridian Energy Limited announced final ordinary dividend of 11.90 cents per share for the six months ended June 30, 2023. Record Date is September 7, 2023. Ex Date is September 6, 2023. Payment Date is September 22, 2023.
Reported Earnings • Aug 29Full year 2023 earnings released: EPS: NZ$0.037 (vs NZ$0.17 in FY 2022)Full year 2023 results: EPS: NZ$0.037 (down from NZ$0.17 in FY 2022). Revenue: NZ$3.22b (down 13% from FY 2022). Net income: NZ$95.0m (down 79% from FY 2022). Profit margin: 2.9% (down from 12% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Renewable Energy industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
공시 • Jul 29Meridian Energy Limited, Annual General Meeting, Oct 12, 2023Meridian Energy Limited, Annual General Meeting, Oct 12, 2023.
Buying Opportunity • Jul 21Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €3.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to decline by 0.1% per annum. Earnings is forecast to grow by 5.2% per annum over the same time period.
공시 • Jul 13Meridian Energy Limited Appoints David Carter as A Non-Executive Director with Effect from 25 July 2023Meridian Energy Limited advised that it intends to appoint David Carter as a Non-Executive Director with effect from 25 July 2023. David brings broad expertise in the civil engineering, infrastructure, strategy, and management spaces and will add to the Board's skills and expertise following the retirement of longstanding Director, Mark Cairns, whose term concludes at the Company's Annual Shareholders' Meeting later this year. David holds a BE (Civil) with Honours and a ME with distinction from Auckland University New Zealand, as well as a PhD (Geotechnical Engineering) from the University of California at Berkeley in the United States of America. David has been with the Beca group of companies since 1988 and over his 30 plus years of experience has held various positions within the group. Since 2017 Mr. Carter has been the Group Executive Chair at Beca Group Ltd. - one of the largest independent advisory, design, engineering and related services consultancies in the Asia-Pacific. A civil engineer by profession, David has worked across a diverse range of sectors both within New Zealand and offshore, from airports to ports, and wastewater treatment plants to heavy duty pavements. He has worked on remediation of the Larona hydro canal and on foundations for high rise structures. During his career he has worked on a range of major projects including the Victorian (Australia) Desalination plant as a board member of the design JV. He was also a technical reviewer of the resource consent for the Kioreweku Hydroelectric project.
공시 • Jun 30Meridian Energy Limited to Report Fiscal Year 2023 Results on Aug 29, 2023Meridian Energy Limited announced that they will report fiscal year 2023 results on Aug 29, 2023
Recent Insider Transactions • Mar 10Chief People Officer recently sold €311k worth of stockOn the 6th of March, Jason Stein sold around 100k shares on-market at roughly €3.11 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €252k more than they bought in the last 12 months.
Reported Earnings • Mar 01First half 2023 earnings released: EPS: NZ$0.078 (vs NZ$0.056 in 1H 2022)First half 2023 results: EPS: NZ$0.078 (up from NZ$0.056 in 1H 2022). Revenue: NZ$1.53b (down 8.6% from 1H 2022). Net income: NZ$201.0m (up 39% from 1H 2022). Profit margin: 13% (up from 8.7% in 1H 2022). The increase in margin was driven by lower expenses. Revenue is expected to fall by 3.4% p.a. on average during the next 3 years compared to a 8.3% decline forecast for the Renewable Energy industry in Germany.
공시 • Dec 15Meridian Energy Limited to Report First Half, 2023 Results on Mar 01, 2023Meridian Energy Limited announced that they will report first half, 2023 results on Mar 01, 2023
Board Change • Oct 31High number of new directorsIndependent Non-Executive Director Graham John Cockroft was the last director to join the board, commencing their role in 2022.
Recent Insider Transactions • Sep 01Independent Non-Executive Director recently bought €64k worth of stockOn the 25th of August, Graham John Cockroft bought around 20k shares on-market at roughly €3.18 per share. This transaction increased Graham John's direct individual holding by 1x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €63k more in shares than they bought in the last 12 months.
Upcoming Dividend • Aug 31Upcoming dividend of NZ$0.13 per shareEligible shareholders must have bought the stock before 07 September 2022. Payment date: 23 September 2022. Payout ratio is on the higher end at 99%, and the cash payout ratio is above 100%. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.8%).
Reported Earnings • Aug 24Full year 2022 earnings released: EPS: NZ$0.17 (vs NZ$0.17 in FY 2021)Full year 2022 results: EPS: NZ$0.17 (up from NZ$0.17 in FY 2021). Revenue: NZ$3.70b (down 14% from FY 2021). Net income: NZ$451.0m (up 5.4% from FY 2021). Profit margin: 12% (up from 10.0% in FY 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 7.2% compared to a 11% decline forecast for the Renewable Energy industry in Germany.
Board Change • Aug 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Graham John Cockroft was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 10Upcoming dividend of NZ$0.067 per shareEligible shareholders must have bought the stock before 17 March 2022. Payment date: 08 April 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (3.5%). In line with average of industry peers (3.5%).
Valuation Update With 7 Day Price Move • Mar 03Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.20, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 23x in the Renewable Energy industry in Europe. Negligible returns to shareholders over past year.
Reported Earnings • Feb 24First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: EPS: NZ$0.056 (down from NZ$0.089 in 1H 2021). Revenue: NZ$1.67b (down 1.1% from 1H 2021). Net income: NZ$145.0m (down 36% from 1H 2021). Profit margin: 8.7% (down from 13% in 1H 2021). The decrease in margin was primarily driven by higher expenses. Revenue missed analyst estimates by 6.3%. Over the next year, revenue is expected to shrink by 21% compared to a 26% decline forecast for the industry in Germany.
Executive Departure • Dec 06Chief People Officer Tania Palmer has left the companyOn the 6th of December, Tania Palmer's tenure as Chief People Officer ended after 2.5 years in the role. We don't have any record of a personal shareholding under Tania's name. Tania is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 2.50 years.
Recent Insider Transactions • Dec 01Insider recently sold €145k worth of stockOn the 22nd of November, Jason Stein sold around 50k shares on-market at roughly €2.89 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €191k more than they bought in the last 12 months.
Upcoming Dividend • Sep 22Upcoming dividend of NZ$0.13 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 15 October 2021. Trailing yield: 3.2%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.2%).
Board Change • Sep 15High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tania Joy Te Simpson was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Sep 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tania Joy Te Simpson was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 25Full year 2021 earnings released: EPS NZ$0.17 (vs NZ$0.069 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: NZ$4.30b (up 26% from FY 2020). Net income: NZ$428.0m (up 143% from FY 2020). Profit margin: 10.0% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue.
Upcoming Dividend • Mar 23Upcoming Dividend of NZ$0.066 Per ShareWill be paid on the 16th of April to those who are registered shareholders by the 30th of March. The trailing yield of 3.2% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (3.9%).
Is New 90 Day High Low • Mar 09New 90-day low: €3.20The company is down 23% from its price of €4.16 on 08 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy 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 €4.16 per share.
Reported Earnings • Feb 25First half 2021 earnings released: EPS NZ$0.089 (vs NZ$0.075 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: NZ$1.87b (up 5.0% from 1H 2020). Net income: NZ$227.0m (up 19% from 1H 2020). Profit margin: 12% (up from 11% in 1H 2020). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 25Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to stay flat compared to a 28% growth forecast for the Renewable Energy industry in Germany.
Is New 90 Day High Low • Dec 30New 90-day high: €4.58The company is up 70% from its price of €2.70 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy 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 €2.51 per share.
Is New 90 Day High Low • Dec 09New 90-day high: €4.16The company is up 52% from its price of €2.74 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy 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 €2.07 per share.
Is New 90 Day High Low • Nov 10New 90-day high: €3.46The company is up 25% from its price of €2.76 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy 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 €2.04 per share.