View ValuationSEGRO 향후 성장Future 기준 점검 2/6SEGRO (는) 각각 연간 14.7% 및 4.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 15.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.1% 로 예상됩니다.핵심 정보14.7%이익 성장률15.68%EPS 성장률Industrial REITs 이익 성장11.0%매출 성장률4.3%향후 자기자본이익률4.07%애널리스트 커버리지Good마지막 업데이트29 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Apr 25SEGRO Plc Approves Declares Final DividendSEGRO Plc approved a declare a final dividend of 21.4 pence per ordinary share, at the AGM held on April 23, 2026.Upcoming Dividend • Mar 19Upcoming dividend of UK£0.21 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 08 May 2026. Trailing yield: 4.2%. Lower than top quartile of French dividend payers (5.6%). Lower than average of industry peers (4.8%).공시 • Mar 16SEGRO Plc, Annual General Meeting, Apr 23, 2026SEGRO Plc, Annual General Meeting, Apr 23, 2026. Location: rsa house, 8 john adam street, wc2n 6ez, london United KingdomNew Risk • Mar 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.8% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.8% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 115%Reported Earnings • Feb 23Full year 2025 earnings released: EPS: UK£0.41 (vs UK£0.45 in FY 2024)Full year 2025 results: EPS: UK£0.41 (down from UK£0.45 in FY 2024). Revenue: UK£726.0m (up 7.6% from FY 2024). Net income: UK£551.0m (down 7.2% from FY 2024). Profit margin: 76% (down from 88% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Industrial REITs industry in Europe.Declared Dividend • Feb 23Final dividend of UK£0.21 announcedShareholders will receive a dividend of UK£0.21. Ex-date: 26th March 2026 Payment date: 8th May 2026 Dividend yield will be 3.2%, which is lower than the industry average of 3.4%.공시 • Feb 20SEGRO Plc Announces Dividend for Full Year of 2025, Payable on 8 May 2026SEGRO Plc announced that 2025 full year dividend increased 6.1% to 31.1 pence (2024: 29.3 pence). Final dividend increased by 5.9% to 21.4 pence (2024: 20.2 pence). 2025 final dividend ex-div date is on 26 March 2026 with 2025 final dividend record date on 27 March 2026. 2025 final dividend payment date is on 8 May 2026.공시 • Feb 11SEGRO plc Announces Appointment of Louisa Burdett as Independent Non-Executive Director, Effective May 1, 2026SEGRO plc announced the appointment of Louisa Burdett as an independent Non-Executive Director with effect from May 1, 2026. Louisa, a Chartered Accountant, is the Chief Financial Officer of Spirax Group plc and has worked in a number of senior financial roles in a broad range of sectors throughout her career including, most recently, as Chief Financial Officer of Croda International plc, Meggitt plc and Victrex plc. She was a Non-Executive Director of RS Group plc from 2017 until January 31, 2026 and served as Chair of its Audit Committee until July 2025.공시 • Jan 09SEGRO Plc to Report First Half, 2026 Results on Jul 30, 2026SEGRO Plc announced that they will report first half, 2026 results on Jul 30, 2026공시 • Jan 07Segro Public Limited Company Announces Termination of Director Appointment for Mr. Soumen Das Effective December 31, 2025Segro Public Limited Company announced the termination of the appointment of Mr. Soumen Das as director, effective December 31, 2025.공시 • Jul 31+ 1 more updateSEGRO Plc to Report Fiscal Year 2025 Results on Feb 20, 2026SEGRO Plc announced that they will report fiscal year 2025 results on Feb 20, 2026공시 • Jun 12+ 1 more updateSegro plc Announces Changes to Its Board, Effective December 1, 2025SEGRO PLC announced the appointment of Susanne Schroeter-Crossan an executive director of the board on December 1, 2025, succeeding Soumen Das, who will step down at the end of the year to ensure an orderly handover of responsibilities. Ms. Schroeter-Crossan is currently the Chief Financial Officer of sennder Technologies GmbH, a leading digital road freight and logistics business serving over 20 European markets. She is also a non-executive, supervisory board member of Zalando SE and held the same position at HelloFresh SE until stepping down at its AGM in June 2025. Prior to her role at sennder, she was the Chief Financial Officer of the German-listed residential real estate company LEG Immobilien from 2020 to 2023. She has held several senior capital markets roles with global investment banks Deutsche Bank, Morgan Stanley, and Standard Chartered in the UK, Germany, and Hong Kong.공시 • May 02+ 1 more updateSoumen Das Plans to Retire as Chief Financial Officer of Segro Plc, Effective End of 2025SEGRO plc announced that Soumen Das has informed the Board of his intention to retire from his role as Chief Financial Officer and Executive Director of the Company. A process has commenced to identify his successor, and a further announcement confirming board succession arrangements will be made in due course. Soumen will remain within the business until the end of the year, allowing for an orderly transition of his responsibilities. Soumen joined the business in January 2017 to lead the finance function, and his role has since expanded to include a number of other responsibilities. Soumen joined the business in January 2017 to lead the finance function and his role has since expanded to include a number of other responsibilities.공시 • Feb 15SEGRO Plc Increases Dividend for Full Year of 2024, Payable on 14 May 2025SEGRO Plc announced 2024 full year dividend increased 5.4% to 29.3 pence against 27.8 pence a year ago. Final dividend increased by 5.8% to 20.2 pence against 19.1 pence a year ago. 2024 final dividend ex-div date is 27 March 2025. 2024 final dividend record date is 28 March 2025. 2024 final dividend payment date is 14 May 2025.공시 • Feb 14+ 1 more updateSEGRO Plc, Annual General Meeting, Apr 30, 2025SEGRO Plc, Annual General Meeting, Apr 30, 2025.공시 • Sep 27SEGRO Plc to Report Fiscal Year 2024 Results on Feb 14, 2025SEGRO Plc announced that they will report fiscal year 2024 results at 6:00 AM, Coordinated Universal Time on Feb 14, 2025Declared Dividend • Jul 29First half dividend of UK£0.091 announcedShareholders will receive a dividend of UK£0.091. Ex-date: 8th August 2024 Payment date: 20th September 2024 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%.Reported Earnings • Jul 28First half 2024 earnings released: EPS: UK£0.17 (vs UK£0.019 loss in 1H 2023)First half 2024 results: EPS: UK£0.17 (up from UK£0.019 loss in 1H 2023). Revenue: UK£327.0m (down 4.4% from 1H 2023). Net income: UK£220.0m (up UK£243.0m from 1H 2023). Profit margin: 67% (up from net loss in 1H 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Industrial REITs industry in Europe.공시 • Jul 26SEGRO Plc Announces Interim Dividend, Payable on 20 September 2024SEGRO Plc announced interim dividend of increased by 4.6% to 9.1 pence (2023: 8.7 pence). Interim dividend ex-div date is 8 August 2024. Interim dividend record date is 9 August 2024. Interim dividend payment date is 20 September 2024.New Risk • May 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.9% operating cash flow to total debt). Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).공시 • Apr 27SEGRO Plc Appoints Marcus Sperber as New Independent Non-Executive Director, Effective from 1 May 2024SEGRO Plc announced the appointment of Marcus Sperber, who is an independent Non-Executive Director of Savills plc, as a new independent Non-Executive Director of SEGRO Plc with effect from 1 May 2024.Upcoming Dividend • Mar 07Upcoming dividend of UK£0.19 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 03 May 2024. Trailing yield: 3.2%. Lower than top quartile of French dividend payers (5.5%). Lower than average of industry peers (4.1%).공시 • Feb 29+ 1 more updateSEGRO Plc has completed a Follow-on Equity Offering in the amount of £906.800002 million.SEGRO Plc has completed a Follow-on Equity Offering in the amount of £906.800002 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 109,756,098 Price\Range: £8.2 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 829,268 Price\Range: £8.2 Transaction Features: Rights Offering; Subsequent Direct ListingDeclared Dividend • Feb 19Final dividend of UK£0.19 announcedShareholders will receive a dividend of UK£0.19. Ex-date: 14th March 2024 Payment date: 3rd May 2024 Dividend yield will be 2.7%, which is lower than the industry average of 3.4%.Reported Earnings • Feb 18Full year 2023 earnings released: UK£0.21 loss per share (vs UK£1.60 loss in FY 2022)Full year 2023 results: UK£0.21 loss per share (improved from UK£1.60 loss in FY 2022). Revenue: UK£749.0m (up 12% from FY 2022). Net loss: UK£253.0m (loss narrowed 87% from FY 2022). Revenue is expected to decline by 3.6% p.a. on average during the next 2 years, while revenues in the Industrial REITs industry in Europe are expected to grow by 3.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.공시 • Feb 16+ 1 more updateSEGRO Plc Announces Final Dividend for 2023, Payable on 3 May 2024SEGRO Plc announced 2023 full year dividend increased 5.7% to 27.8 pence(2022: 26.3 pence). Final dividend increased by 4.9% to 19.1 pence (2022: 18.2 pence). 2023 final dividend ex-div date 14 March 2024. 2023 final dividend record date 15 March 2024. 2023 final dividend payment date 3 May 2024.공시 • Dec 14SEGRO Plc Announces Retirement of Martin Moore from the BoardSEGRO Plc announced that regarding the retirement of Non-Executive Director Martin Moore, the Company confirms that Martin will step down from the Board on 31 December 2023.공시 • Nov 21SEGRO Plc to Report Q2, 2024 Results on Jul 26, 2024SEGRO Plc announced that they will report Q2, 2024 results at 7:30 AM, Coordinated Universal Time on Jul 26, 2024공시 • Oct 05SEGRO Plc Appoints Philipp Oevermann as New European Head of InvestmentSEGRO Plc has appointed Philipp Oevermann to lead the company’s investment activities in continental Europe. Oevermann will manage the growth of SEGRO’s portfolio across European markets Oevermann has been with SEGRO for more than five years and was previously director of logistics in Germany. He has around 15 years’ experience in real estate investment and asset management. Oevermann’s new role will see him manage the growth of SEGRO’s portfolio across key European markets, including asset recycling and acquisition.Recent Insider Transactions • Aug 06Key Executive recently bought €928k worth of stockOn the 31st of July, Andrew Harrison bought around 105k shares on-market at roughly €8.88 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €4.7m worth in shares.Upcoming Dividend • Aug 03Upcoming dividend of UK£0.087 per share at 3.6% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 22 September 2023. Trailing yield: 3.6%. Lower than top quartile of French dividend payers (5.1%). Lower than average of industry peers (4.3%).공시 • Jul 30 P3 Logistic Parks acquired two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO).P3 Logistic Parks acquired two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO) on July 28, 2023. P3 was advised by Colliers on the transaction. DTRE and ACRE acted on behalf of SEGRO. P3 Logistic Parks completed the acquisition of two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO) on July 28, 2023.공시 • Jul 28SEGRO Plc Declares Interim Dividend, Payable on 22 September 2023The Board of SEGRO Plc has declared an increase in the interim dividend of 0.6 pence per share to 8.7 pence (H1 2022: 8.1 pence), a rise of 7.4 per cent. This will be paid as a Property Income Distribution (PID) on 22 September 2023 to shareholders on the register at the close of business on 9 August 2023.Reported Earnings • Jul 28First half 2023 earnings released: UK£0.019 loss per share (vs UK£1.11 profit in 1H 2022)First half 2023 results: UK£0.019 loss per share (down from UK£1.11 profit in 1H 2022). Revenue: UK£342.0m (up 3.6% from 1H 2022). Net loss: UK£23.0m (down 102% from profit in 1H 2022). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Industrial REITs industry in Europe.공시 • Jul 28SEGRO Plc to Report Fiscal Year 2023 Results on Feb 16, 2024SEGRO Plc announced that they will report fiscal year 2023 results on Feb 16, 2024이익 및 매출 성장 예측ENXTPA:SGRO - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288241,285-106624212/31/20277861,19237547512/31/20267371,125-49507512/31/2025726551367396N/A9/30/2025713586342368N/A6/30/2025699621317340N/A3/31/2025687608312335N/A12/31/2024675594306330N/A9/30/2024705292330357N/A6/30/2024734-10354384N/A3/31/2024742-131378408N/A12/31/2023749-253402431N/A9/30/2023715-1,768310331N/A6/30/2023681-3,283217231N/A3/31/2023675-2,605211222N/A12/31/2022669-1,927204213N/A9/30/20226501,075276283N/A6/30/20226304,076347352N/A3/31/20225884,068334340N/A12/31/20215464,060320327N/A9/30/20215133,294286294N/A6/30/20214802,528252260N/A3/31/20214561,978223230N/A12/31/20204321,427194199N/A9/30/20204151,053N/AN/AN/A6/30/2020397678179183N/A3/31/2020415768193197N/A12/31/2019433858208210N/A9/30/2019441880N/AN/AN/A6/30/2019449901N/A227N/A3/31/2019409982N/A213N/A12/31/20183691,063N/A200N/A9/30/20183381,093N/AN/AN/A6/30/20183071,124N/A-20N/A3/31/20183021,038N/A-22N/A12/31/2017297953N/A-24N/A9/30/2017283781N/A49N/A6/30/2017268609N/A122N/A3/31/2017256514N/A112N/A12/31/2016244418N/A101N/A9/30/2016242482N/A94N/A6/30/2016240547N/A86N/A3/31/2016234615N/A87N/A12/31/2015228683N/A88N/A9/30/2015225738N/A120N/A6/30/2015222794N/A153N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SGRO 의 연간 예상 수익 증가율(14.7%)이 saving rate(2.5%)보다 높습니다.수익 vs 시장: SGRO 의 연간 수익(14.7%)이 French 시장(12.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: SGRO 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: SGRO 의 수익(연간 4.3%)이 French 시장(연간 5.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SGRO 의 수익(연간 4.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SGRO의 자본 수익률은 3년 후 4.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 12:46종가2026/05/25 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 소스SEGRO Plc는 27명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Aaron GuyBarclaysPaul MayBarclaysPaul MayBarclays24명의 분석가 더 보기
공시 • Apr 25SEGRO Plc Approves Declares Final DividendSEGRO Plc approved a declare a final dividend of 21.4 pence per ordinary share, at the AGM held on April 23, 2026.
Upcoming Dividend • Mar 19Upcoming dividend of UK£0.21 per shareEligible shareholders must have bought the stock before 26 March 2026. Payment date: 08 May 2026. Trailing yield: 4.2%. Lower than top quartile of French dividend payers (5.6%). Lower than average of industry peers (4.8%).
공시 • Mar 16SEGRO Plc, Annual General Meeting, Apr 23, 2026SEGRO Plc, Annual General Meeting, Apr 23, 2026. Location: rsa house, 8 john adam street, wc2n 6ez, london United Kingdom
New Risk • Mar 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.8% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.8% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 102% Cash payout ratio: 115%
Reported Earnings • Feb 23Full year 2025 earnings released: EPS: UK£0.41 (vs UK£0.45 in FY 2024)Full year 2025 results: EPS: UK£0.41 (down from UK£0.45 in FY 2024). Revenue: UK£726.0m (up 7.6% from FY 2024). Net income: UK£551.0m (down 7.2% from FY 2024). Profit margin: 76% (down from 88% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Industrial REITs industry in Europe.
Declared Dividend • Feb 23Final dividend of UK£0.21 announcedShareholders will receive a dividend of UK£0.21. Ex-date: 26th March 2026 Payment date: 8th May 2026 Dividend yield will be 3.2%, which is lower than the industry average of 3.4%.
공시 • Feb 20SEGRO Plc Announces Dividend for Full Year of 2025, Payable on 8 May 2026SEGRO Plc announced that 2025 full year dividend increased 6.1% to 31.1 pence (2024: 29.3 pence). Final dividend increased by 5.9% to 21.4 pence (2024: 20.2 pence). 2025 final dividend ex-div date is on 26 March 2026 with 2025 final dividend record date on 27 March 2026. 2025 final dividend payment date is on 8 May 2026.
공시 • Feb 11SEGRO plc Announces Appointment of Louisa Burdett as Independent Non-Executive Director, Effective May 1, 2026SEGRO plc announced the appointment of Louisa Burdett as an independent Non-Executive Director with effect from May 1, 2026. Louisa, a Chartered Accountant, is the Chief Financial Officer of Spirax Group plc and has worked in a number of senior financial roles in a broad range of sectors throughout her career including, most recently, as Chief Financial Officer of Croda International plc, Meggitt plc and Victrex plc. She was a Non-Executive Director of RS Group plc from 2017 until January 31, 2026 and served as Chair of its Audit Committee until July 2025.
공시 • Jan 09SEGRO Plc to Report First Half, 2026 Results on Jul 30, 2026SEGRO Plc announced that they will report first half, 2026 results on Jul 30, 2026
공시 • Jan 07Segro Public Limited Company Announces Termination of Director Appointment for Mr. Soumen Das Effective December 31, 2025Segro Public Limited Company announced the termination of the appointment of Mr. Soumen Das as director, effective December 31, 2025.
공시 • Jul 31+ 1 more updateSEGRO Plc to Report Fiscal Year 2025 Results on Feb 20, 2026SEGRO Plc announced that they will report fiscal year 2025 results on Feb 20, 2026
공시 • Jun 12+ 1 more updateSegro plc Announces Changes to Its Board, Effective December 1, 2025SEGRO PLC announced the appointment of Susanne Schroeter-Crossan an executive director of the board on December 1, 2025, succeeding Soumen Das, who will step down at the end of the year to ensure an orderly handover of responsibilities. Ms. Schroeter-Crossan is currently the Chief Financial Officer of sennder Technologies GmbH, a leading digital road freight and logistics business serving over 20 European markets. She is also a non-executive, supervisory board member of Zalando SE and held the same position at HelloFresh SE until stepping down at its AGM in June 2025. Prior to her role at sennder, she was the Chief Financial Officer of the German-listed residential real estate company LEG Immobilien from 2020 to 2023. She has held several senior capital markets roles with global investment banks Deutsche Bank, Morgan Stanley, and Standard Chartered in the UK, Germany, and Hong Kong.
공시 • May 02+ 1 more updateSoumen Das Plans to Retire as Chief Financial Officer of Segro Plc, Effective End of 2025SEGRO plc announced that Soumen Das has informed the Board of his intention to retire from his role as Chief Financial Officer and Executive Director of the Company. A process has commenced to identify his successor, and a further announcement confirming board succession arrangements will be made in due course. Soumen will remain within the business until the end of the year, allowing for an orderly transition of his responsibilities. Soumen joined the business in January 2017 to lead the finance function, and his role has since expanded to include a number of other responsibilities. Soumen joined the business in January 2017 to lead the finance function and his role has since expanded to include a number of other responsibilities.
공시 • Feb 15SEGRO Plc Increases Dividend for Full Year of 2024, Payable on 14 May 2025SEGRO Plc announced 2024 full year dividend increased 5.4% to 29.3 pence against 27.8 pence a year ago. Final dividend increased by 5.8% to 20.2 pence against 19.1 pence a year ago. 2024 final dividend ex-div date is 27 March 2025. 2024 final dividend record date is 28 March 2025. 2024 final dividend payment date is 14 May 2025.
공시 • Feb 14+ 1 more updateSEGRO Plc, Annual General Meeting, Apr 30, 2025SEGRO Plc, Annual General Meeting, Apr 30, 2025.
공시 • Sep 27SEGRO Plc to Report Fiscal Year 2024 Results on Feb 14, 2025SEGRO Plc announced that they will report fiscal year 2024 results at 6:00 AM, Coordinated Universal Time on Feb 14, 2025
Declared Dividend • Jul 29First half dividend of UK£0.091 announcedShareholders will receive a dividend of UK£0.091. Ex-date: 8th August 2024 Payment date: 20th September 2024 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%.
Reported Earnings • Jul 28First half 2024 earnings released: EPS: UK£0.17 (vs UK£0.019 loss in 1H 2023)First half 2024 results: EPS: UK£0.17 (up from UK£0.019 loss in 1H 2023). Revenue: UK£327.0m (down 4.4% from 1H 2023). Net income: UK£220.0m (up UK£243.0m from 1H 2023). Profit margin: 67% (up from net loss in 1H 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Industrial REITs industry in Europe.
공시 • Jul 26SEGRO Plc Announces Interim Dividend, Payable on 20 September 2024SEGRO Plc announced interim dividend of increased by 4.6% to 9.1 pence (2023: 8.7 pence). Interim dividend ex-div date is 8 August 2024. Interim dividend record date is 9 August 2024. Interim dividend payment date is 20 September 2024.
New Risk • May 16New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.9% operating cash flow to total debt). Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).
공시 • Apr 27SEGRO Plc Appoints Marcus Sperber as New Independent Non-Executive Director, Effective from 1 May 2024SEGRO Plc announced the appointment of Marcus Sperber, who is an independent Non-Executive Director of Savills plc, as a new independent Non-Executive Director of SEGRO Plc with effect from 1 May 2024.
Upcoming Dividend • Mar 07Upcoming dividend of UK£0.19 per shareEligible shareholders must have bought the stock before 14 March 2024. Payment date: 03 May 2024. Trailing yield: 3.2%. Lower than top quartile of French dividend payers (5.5%). Lower than average of industry peers (4.1%).
공시 • Feb 29+ 1 more updateSEGRO Plc has completed a Follow-on Equity Offering in the amount of £906.800002 million.SEGRO Plc has completed a Follow-on Equity Offering in the amount of £906.800002 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 109,756,098 Price\Range: £8.2 Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 829,268 Price\Range: £8.2 Transaction Features: Rights Offering; Subsequent Direct Listing
Declared Dividend • Feb 19Final dividend of UK£0.19 announcedShareholders will receive a dividend of UK£0.19. Ex-date: 14th March 2024 Payment date: 3rd May 2024 Dividend yield will be 2.7%, which is lower than the industry average of 3.4%.
Reported Earnings • Feb 18Full year 2023 earnings released: UK£0.21 loss per share (vs UK£1.60 loss in FY 2022)Full year 2023 results: UK£0.21 loss per share (improved from UK£1.60 loss in FY 2022). Revenue: UK£749.0m (up 12% from FY 2022). Net loss: UK£253.0m (loss narrowed 87% from FY 2022). Revenue is expected to decline by 3.6% p.a. on average during the next 2 years, while revenues in the Industrial REITs industry in Europe are expected to grow by 3.1%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
공시 • Feb 16+ 1 more updateSEGRO Plc Announces Final Dividend for 2023, Payable on 3 May 2024SEGRO Plc announced 2023 full year dividend increased 5.7% to 27.8 pence(2022: 26.3 pence). Final dividend increased by 4.9% to 19.1 pence (2022: 18.2 pence). 2023 final dividend ex-div date 14 March 2024. 2023 final dividend record date 15 March 2024. 2023 final dividend payment date 3 May 2024.
공시 • Dec 14SEGRO Plc Announces Retirement of Martin Moore from the BoardSEGRO Plc announced that regarding the retirement of Non-Executive Director Martin Moore, the Company confirms that Martin will step down from the Board on 31 December 2023.
공시 • Nov 21SEGRO Plc to Report Q2, 2024 Results on Jul 26, 2024SEGRO Plc announced that they will report Q2, 2024 results at 7:30 AM, Coordinated Universal Time on Jul 26, 2024
공시 • Oct 05SEGRO Plc Appoints Philipp Oevermann as New European Head of InvestmentSEGRO Plc has appointed Philipp Oevermann to lead the company’s investment activities in continental Europe. Oevermann will manage the growth of SEGRO’s portfolio across European markets Oevermann has been with SEGRO for more than five years and was previously director of logistics in Germany. He has around 15 years’ experience in real estate investment and asset management. Oevermann’s new role will see him manage the growth of SEGRO’s portfolio across key European markets, including asset recycling and acquisition.
Recent Insider Transactions • Aug 06Key Executive recently bought €928k worth of stockOn the 31st of July, Andrew Harrison bought around 105k shares on-market at roughly €8.88 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Andrew has been a buyer over the last 12 months, purchasing a net total of €4.7m worth in shares.
Upcoming Dividend • Aug 03Upcoming dividend of UK£0.087 per share at 3.6% yieldEligible shareholders must have bought the stock before 10 August 2023. Payment date: 22 September 2023. Trailing yield: 3.6%. Lower than top quartile of French dividend payers (5.1%). Lower than average of industry peers (4.3%).
공시 • Jul 30 P3 Logistic Parks acquired two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO).P3 Logistic Parks acquired two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO) on July 28, 2023. P3 was advised by Colliers on the transaction. DTRE and ACRE acted on behalf of SEGRO. P3 Logistic Parks completed the acquisition of two logistics assets in Crick and Kettering from SEGRO Plc (LSE:SGRO) on July 28, 2023.
공시 • Jul 28SEGRO Plc Declares Interim Dividend, Payable on 22 September 2023The Board of SEGRO Plc has declared an increase in the interim dividend of 0.6 pence per share to 8.7 pence (H1 2022: 8.1 pence), a rise of 7.4 per cent. This will be paid as a Property Income Distribution (PID) on 22 September 2023 to shareholders on the register at the close of business on 9 August 2023.
Reported Earnings • Jul 28First half 2023 earnings released: UK£0.019 loss per share (vs UK£1.11 profit in 1H 2022)First half 2023 results: UK£0.019 loss per share (down from UK£1.11 profit in 1H 2022). Revenue: UK£342.0m (up 3.6% from 1H 2022). Net loss: UK£23.0m (down 102% from profit in 1H 2022). Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Industrial REITs industry in Europe.
공시 • Jul 28SEGRO Plc to Report Fiscal Year 2023 Results on Feb 16, 2024SEGRO Plc announced that they will report fiscal year 2023 results on Feb 16, 2024