View ValuationEssentra 향후 성장Future 기준 점검 3/6Essentra (는) 각각 연간 54.9% 및 4.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 58.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 11.1% 로 예상됩니다.핵심 정보54.9%이익 성장률58.71%EPS 성장률Chemicals 이익 성장39.3%매출 성장률4.3%향후 자기자본이익률11.10%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트공시 • May 16Essentra plc Reaffirms Earnings Guidance for the Year 2023Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged.모든 업데이트 보기Recent updates공시 • Mar 19Essentra plc Announces Stepping Down of Dupsy Abiola as Non-Executive DirectorEssentra plc announced that Dupsy Abiola will step down from her role as a Non-Executive Director at the AGM on 20 May 2026. Dupsy joined Essentra in 2022 and during her tenure with the Company has served on the Nomination, ESG and Remuneration Committees.공시 • Mar 18+ 1 more updateEssentra plc Recommends Final Ordinary Dividend for the Year Ended December 31, 2025, Payable on 3 July 2026Essentra plc recommends a final ordinary dividend of 1.2 pence and therefore a total 2025 dividend of 2.0 pence (2024: final 1.55p, total 2.8p). The full year dividend maintains dividend cover in the order of three times adjusted earnings, in line with the Group's dividend policy, after adjusting for the one-off recognition of deferred tax assets. The final dividend will be paid on 3 July 2026 to shareholders on the share register at the record date, 15 May 2026. The ex-dividend date will be 14 May 2026. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 12 June 2026.공시 • Mar 13Essentra plc Appoints Rowan Baker as Interim Company Secretary, Effective from 12 March, 2026Essentra plc announced that with effect from 12 March, 2026 Rowan Baker, CFO and a Director of the Company, has been appointed Interim Company Secretary pending the appointment of a permanent company secretary.공시 • Jan 29Essentra plc to Report First Half, 2026 Results on Jul 29, 2026Essentra plc announced that they will report first half, 2026 results on Jul 29, 2026공시 • Jan 15+ 1 more updateEssentra plc to Report Q4, 2025 Results on Mar 17, 2026Essentra plc announced that they will report Q4, 2025 results on Mar 17, 2026공시 • Dec 18Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million.Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million on December 17, 2025. The total consideration comprises an initial cash payment of $6.7 million and deferred contingent cash consideration of up to $1.2 million, on a cash-free, debt-free basis. For the period ending December 31, 2024, Device Technologies, Inc. reported total revenue of $6.5 million. Device Technologies is expected to deliver attractive revenue synergies through cross-selling opportunities into EMEA and APAC. Essentra plc (LSE:ESNT) completed the acquisition of Device Technologies, Inc. on December 17, 2025.공시 • Aug 08Essentra plc Appoints Klaus G?ldenbot as Independent Non-Executive Director, Effective September 1, 2025Essentra plc announced the appointment of Klaus G?ldenbot to the Board of Directors as an independent Non-Executive Director with effect from September 1, 2025. Klaus is a seasoned leader with significant experience of the global components industry. He was Chief Executive of Nisbets (2017-2020), one of Europe's largest B2B multi-channel distributors of catering equipment to commercial kitchens, and spent 15 years (2001 -2016) with Electrocomponents plc (now RS Group), holding a number of senior positions, including General Manager EMEA, Global Sales Director, and President. Klaus is currently a Non-Executive Director of Schurter AG, a leading electronic component manufacturer and solutions provider. Previously, he was a Non-Executive Director of Bulgin Limited, a leading manufacturer of environmentally sealed connectors and components.공시 • Jul 31Essentra plc Declares Interim Dividend for 2025, Payable on 24 October 2025Essentra plc Board has declared a 2025 interim dividend of 0.8 pence per share. The interim dividend will be paid on 24 October 2025 to shareholders on the share register at the record date, being 19 September 2025. The ex-dividend date will be 18 September 2025.공시 • Mar 24+ 3 more updatesEssentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Essentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)공시 • Mar 19+ 1 more updateEssentra plc, Annual General Meeting, May 21, 2025Essentra plc, Annual General Meeting, May 21, 2025.공시 • Jan 06Essentra plc Announces Board ChangesEssentra plc confirmed further to the announcement on 10 September 2024, that Jack Clarke stood down as a director of the Board on 31 December 2024. As announced on 7 November 2024, Rowan Baker was appointed to the Board on 5 November 2024.공시 • Jan 01+ 1 more updateEssentra plc to Report Fiscal Year 2024 Results on Mar 19, 2025Essentra plc announced that they will report fiscal year 2024 results on Mar 19, 2025공시 • Sep 10Essentra plc Announces CFO Changes, Effective November 5, 2024Essentra plc announced the appointment of Rowan Baker to the Board as Chief Financial Officer with effect from 5 November 2024. Rowan will succeed Jack Clarke. Rowan is currently the Group Chief Financial Officer of Laing O'Rourke and, from 2017 to 2020, was the Chief Financial Officer of McCarthy Stone plc. Prior to joining McCarthy & Stone in 2012, she worked in finance for Barclays Bank plc and professional services for PwC. Rowan is also a non-executive Director at Vistry Group plc, a FTSE 100 housebuilder, where she is chair of the Audit Committee and a member of the Nomination and Remuneration Committees. Rowan has a master's degree in law from Cambridge University and is a qualified chartered accountant and chartered tax adviser.공시 • Jul 30Essentra plc Declares 2024 Interim Dividend, Payable on 25 October 2024The Board of Essentra plc has declared a 2024 interim dividend of 1.25 pence per share (2023 interim: 1.20 pence). The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining full year dividend cover in the order of three times adjusted earnings. The interim dividend will be paid on 25 October 2024 to shareholders on the share register at the record date, being 20 September 2024. The ex-dividend date will be 19 September 2024. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 4 October 2024.New Risk • May 24New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 183% Dividend yield: 2.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (183% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (UK£97k sold).공시 • May 23Essentra plc Announces Board and Committee ChangesEssentra plc announced the appointment of Steve Good to the Board as independent non-executive chair designate with effect from 1 July 2024. There will be a four-month induction and handover period during which Paul Lester will remain as chair. After nine years on the Board and in accordance with Provision 19 of the 2018 UK Corporate Governance Code, Paul will stand down as chair and from the Board on 1 November with Steve becoming chair. Steve has strong and relevant international experience in industrial businesses, manufacturing and B2B markets. He is currently non-executive board chair of Norcros plc and was until 2023 non-executive board chair of Devro plc and Zotefoams plc. He previously served as a non-executive director and remuneration committee chair of Elementis plc and Cape plc and as a non-executive director of Dialight plc. In his executive career Steve was chief executive of Low & Bonar plc from 2009 to 2014. Prior to joining Low & Bonar, he spent ten years with BTP plc (now part of Clariant) in a variety of leadership positions managing international specialty chemicals businesses. Steve will serve on the Essentra nomination committee which he will chair when Paul steps down.Upcoming Dividend • May 09Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 05 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.8%).Recent Insider Transactions • Apr 08Chief Executive Officer recently sold UK£97k worth of stockOn the 3rd of April, Scott Morgan Fawcett sold around 55k shares on-market at roughly UK£1.76 per share. This transaction amounted to 33% 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 Scott Morgan's only on-market trade for the last 12 months.New Risk • Mar 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% 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. This is currently the only risk that has been identified for the company.Declared Dividend • Mar 21Dividend of UK£0.024 announcedShareholders will receive a dividend of UK£0.024. Ex-date: 16th May 2024 Payment date: 5th July 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (183% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 103% to bring the payout ratio under control. EPS is expected to grow by 192% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£0.02 (vs UK£0.12 loss in FY 2022)Full year 2023 results: EPS: UK£0.02 (up from UK£0.12 loss in FY 2022). Revenue: UK£316.3m (down 6.4% from FY 2022). Net income: UK£5.80m (up UK£41.1m from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.5% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.공시 • Mar 20+ 1 more updateEssentra plc Announces Retirement of Jack Clarke as Chief Financial Officer, No Later Than 31 March 2025Essentra plc announces that Jack Clarke has informed the Board of his decision to retire as Chief Financial Officer ("CFO") of the Company. Jack will continue in his role until a successor is in place to ensure a smooth transfer of responsibilities and, in line with Jack's retirement plans, the Company expects him to leave no later than 31 March 2025. The Company has commenced a search, of both internal and external candidates, for Jack's successor. Jack joined the Company in April 2022 as an experienced CFO and, during his tenure, he has completed the strategic reviews and transitional arrangements that led to the successful sale of the Company's Packaging and Filters businesses, and the subsequent launch of Essentra as a pure-play Components business.공시 • Oct 27Essentra plc (LSE:ESNT) acquired Bmp Srl.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.Essentra plc (LSE:ESNT) completed the acquisition of Bmp Srl on October 26, 2023.공시 • Sep 21Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.Upcoming Dividend • Sep 14Upcoming dividend of UK£0.012 per share at 1.5% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 27 October 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (2.9%).공시 • Aug 17+ 1 more updateEssentra plc Declares Interim Dividend for the Year 2023, Payable on 27 October 2023The Board of Directors of Essentra plc declared a 2023 interim dividend of 1.2 pence per share. The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining dividend cover in the order of three times earnings. The interim dividend has been calculated on the earnings of the continuing operations of the business (2022 interim dividend of 2.3 pence per share was calculated on the Group earnings, which includes the earnings that are now reported as discontinued operations). The interim dividend will be paid on 27 October 2023 to shareholders on the share register at the record date, being 22 September 2023. The ex-dividend date will be 21 September 2023.Reported Earnings • Aug 17First half 2023 earnings released: EPS: UK£0.026 (vs UK£0.034 loss in 1H 2022)First half 2023 results: EPS: UK£0.026 (up from UK£0.034 loss in 1H 2022). Revenue: UK£166.3m (down 5.5% from 1H 2022). Net income: UK£7.70m (up UK£17.9m from 1H 2022). Profit margin: 4.6% (up from net loss in 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.공시 • May 16Essentra plc Reaffirms Earnings Guidance for the Year 2023Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged.Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be UK£2.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Meanwhile, the company became loss making.Upcoming Dividend • May 11Upcoming dividend of UK£0.01 per share at 1.6% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 30 June 2023. The company is not currently making a profit and its cash payout ratio is 82%. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.3%).Buying Opportunity • Apr 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be UK£2.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Mar 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be UK£2.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£337.9m (down 65% from FY 2021). Net loss: UK£35.3m (down 231% from profit in FY 2021). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to UK£1.75, the stock trades at a trailing P/E ratio of 50.9x. Average forward P/E is 11x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£1.98 per share.Upcoming Dividend • Mar 13Upcoming dividend of UK£0.30 per share at 2.9% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (3.1%).공시 • Feb 02Essentra plc Announces Special Dividend, Payable on 27 April 2023Essentra announced it will pay a special dividend of £90 million, representing approximately 29.8 pence per ordinary share. The Company intends to pay the Special Dividend on 27 April 2023 to shareholders on the register of the Company as at 18:00 (UK time) on 21 March 2023. The ordinary shares will be marked ex-dividend on 20 March 2023.Board Change • Jan 04Less than half of directors are independentFollowing Non-Executive Director Kath Durrant's arrival on 01 January 2023, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jan 04+ 1 more updateEssentra plc Announces CEO ChangesEssentra plc confirmed the appointment of Scott Fawcett as Chief Executive of Essentra plc, having taken up the role with effect from 1 January 2023. The Board also confirm that Paul Forman has now stepped down as Chief Executive, with effect from 31 December 2022.공시 • Jan 02Essentra plc to Report First Half, 2023 Results on Aug 16, 2023Essentra plc announced that they will report first half, 2023 results on Aug 16, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buying Opportunity • Oct 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be UK£2.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has declined by 56%. Revenue is forecast to decline by 29% in 2 years. Earnings is forecast to grow by 261% in the next 2 years.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£2.10, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.85 per share.Upcoming Dividend • Sep 15Upcoming dividend of UK£0.023 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (5.6%). In line with average of industry peers (3.0%).Reported Earnings • Aug 18First half 2022 earnings released: UK£0.019 loss per share (vs UK£0.066 profit in 1H 2021)First half 2022 results: UK£0.019 loss per share (down from UK£0.066 profit in 1H 2021). Revenue: UK£340.8m (down 28% from 1H 2021). Net loss: UK£5.80m (down 129% from profit in 1H 2021). Over the next year, revenue is expected to shrink by 15% compared to a 21% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 14Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (2.7%).Board Change • Apr 09Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.089 (up from UK£0.017 in FY 2020). Revenue: UK£959.7m (up 7.0% from FY 2020). Net income: UK£26.9m (up 498% from FY 2020). Profit margin: 2.8% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.8% compared to a 11% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£2.91, the stock trades at a trailing P/E ratio of 48.1x. Average forward P/E is 22x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£5.09 per share.Upcoming Dividend • Sep 16Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 29 October 2021. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (3.9%). In line with average of industry peers (1.6%).Board Change • Aug 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Trainee & Non-Executive Director Dupsy Abiola 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 01First half 2021 earnings released: EPS UK£0.066 (vs UK£0.023 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£474.9m (up 5.9% from 1H 2020). Net income: UK£19.9m (up 226% from 1H 2020). Profit margin: 4.2% (up from 1.4% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 18% per year.Executive Departure • May 27Senior Independent Non-Executive Director has left the companyOn the 20th of May, Tommy Breen's tenure as Senior Independent Non-Executive Director ended after 3.1 years in the role. As of March 2021, Tommy personally held 13.85k shares (UK£40k worth at the time). Tommy is the only executive to leave the company over the last 12 months.Upcoming Dividend • Apr 15Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 01 June 2021. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.2%). Lower than average of industry peers (1.6%).Reported Earnings • Mar 25Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Mar 11New 90-day low: UK£2.88The company is down 5.0% from its price of UK£3.02 on 11 December 2020. The British market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals 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 UK£3.66 per share.Reported Earnings • Mar 06Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 9.3% compared to a 9.1% decline forecast for the Chemicals industry in the United Kingdom.Is New 90 Day High Low • Jan 08New 90-day high: UK£3.30The company is up 24% from its price of UK£2.66 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£2.51 per share.Is New 90 Day High Low • Dec 01New 90-day high: UK£3.09The company is up 8.0% from its price of UK£2.86 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 UK£2.85 per share.이익 및 매출 성장 예측BATS-CHIXE:ESNTL - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028343162145712/31/2027327132140712/31/202631251734712/31/202530221425N/A9/30/202529961224N/A6/30/202529591023N/A3/31/2025299111224N/A12/31/2024302121326N/A9/30/202430661931N/A6/30/202431012437N/A3/31/202431332033N/A12/31/202331661630N/A9/30/2023322-62745N/A6/30/2023328-173860N/A3/31/2023333-263162N/A12/31/2022338-352364N/A9/30/2022264-311458N/A6/30/2022190-27553N/A3/31/2022246-171358N/A12/31/2021302-62263N/A9/30/2021519-23470N/A6/30/202173614676N/A3/31/2021816-15284N/A12/31/2020897-35893N/A9/30/202090693991N/A6/30/2020916142078N/A3/31/2020945261977N/A12/31/2019974381876N/A9/30/201999739N/A85N/A6/30/20191,01940N/A95N/A3/31/20191,02232N/A97N/A12/31/20181,02624N/A99N/A6/30/20181,0184N/A102N/A3/31/20181,0234N/A90N/A12/31/20171,0274N/A77N/A6/30/20171,026-64N/A125N/A3/31/20171,012-58N/A139N/A12/31/2016999-52N/A153N/A6/30/201695148N/A101N/A3/31/201697952N/A106N/A12/31/20151,00756N/A111N/A9/30/20151,04269N/A120N/A6/30/201598571N/A129N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ESNTL 의 연간 예상 수익 증가율(54.9%)이 saving rate(3.4%)보다 높습니다.수익 vs 시장: ESNTL 의 연간 수익(54.9%)이 UK 시장(11.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: ESNTL 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: ESNTL 의 수익(연간 4.3%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: ESNTL 의 수익(연간 4.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ESNTL의 자본 수익률은 3년 후 11.1%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 05:30종가2026/05/21 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 소스Essentra plc는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James BaylissBerenbergCalum BattersbyBerenbergMichael O'BrienCanaccord Genuity13명의 분석가 더 보기
공시 • May 16Essentra plc Reaffirms Earnings Guidance for the Year 2023Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged.
공시 • Mar 19Essentra plc Announces Stepping Down of Dupsy Abiola as Non-Executive DirectorEssentra plc announced that Dupsy Abiola will step down from her role as a Non-Executive Director at the AGM on 20 May 2026. Dupsy joined Essentra in 2022 and during her tenure with the Company has served on the Nomination, ESG and Remuneration Committees.
공시 • Mar 18+ 1 more updateEssentra plc Recommends Final Ordinary Dividend for the Year Ended December 31, 2025, Payable on 3 July 2026Essentra plc recommends a final ordinary dividend of 1.2 pence and therefore a total 2025 dividend of 2.0 pence (2024: final 1.55p, total 2.8p). The full year dividend maintains dividend cover in the order of three times adjusted earnings, in line with the Group's dividend policy, after adjusting for the one-off recognition of deferred tax assets. The final dividend will be paid on 3 July 2026 to shareholders on the share register at the record date, 15 May 2026. The ex-dividend date will be 14 May 2026. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 12 June 2026.
공시 • Mar 13Essentra plc Appoints Rowan Baker as Interim Company Secretary, Effective from 12 March, 2026Essentra plc announced that with effect from 12 March, 2026 Rowan Baker, CFO and a Director of the Company, has been appointed Interim Company Secretary pending the appointment of a permanent company secretary.
공시 • Jan 29Essentra plc to Report First Half, 2026 Results on Jul 29, 2026Essentra plc announced that they will report first half, 2026 results on Jul 29, 2026
공시 • Jan 15+ 1 more updateEssentra plc to Report Q4, 2025 Results on Mar 17, 2026Essentra plc announced that they will report Q4, 2025 results on Mar 17, 2026
공시 • Dec 18Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million.Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million on December 17, 2025. The total consideration comprises an initial cash payment of $6.7 million and deferred contingent cash consideration of up to $1.2 million, on a cash-free, debt-free basis. For the period ending December 31, 2024, Device Technologies, Inc. reported total revenue of $6.5 million. Device Technologies is expected to deliver attractive revenue synergies through cross-selling opportunities into EMEA and APAC. Essentra plc (LSE:ESNT) completed the acquisition of Device Technologies, Inc. on December 17, 2025.
공시 • Aug 08Essentra plc Appoints Klaus G?ldenbot as Independent Non-Executive Director, Effective September 1, 2025Essentra plc announced the appointment of Klaus G?ldenbot to the Board of Directors as an independent Non-Executive Director with effect from September 1, 2025. Klaus is a seasoned leader with significant experience of the global components industry. He was Chief Executive of Nisbets (2017-2020), one of Europe's largest B2B multi-channel distributors of catering equipment to commercial kitchens, and spent 15 years (2001 -2016) with Electrocomponents plc (now RS Group), holding a number of senior positions, including General Manager EMEA, Global Sales Director, and President. Klaus is currently a Non-Executive Director of Schurter AG, a leading electronic component manufacturer and solutions provider. Previously, he was a Non-Executive Director of Bulgin Limited, a leading manufacturer of environmentally sealed connectors and components.
공시 • Jul 31Essentra plc Declares Interim Dividend for 2025, Payable on 24 October 2025Essentra plc Board has declared a 2025 interim dividend of 0.8 pence per share. The interim dividend will be paid on 24 October 2025 to shareholders on the share register at the record date, being 19 September 2025. The ex-dividend date will be 18 September 2025.
공시 • Mar 24+ 3 more updatesEssentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)Essentra plc(LSE:ESNT) dropped from FTSE 250 (Ex Investment Companies) Index (GBP)
공시 • Mar 19+ 1 more updateEssentra plc, Annual General Meeting, May 21, 2025Essentra plc, Annual General Meeting, May 21, 2025.
공시 • Jan 06Essentra plc Announces Board ChangesEssentra plc confirmed further to the announcement on 10 September 2024, that Jack Clarke stood down as a director of the Board on 31 December 2024. As announced on 7 November 2024, Rowan Baker was appointed to the Board on 5 November 2024.
공시 • Jan 01+ 1 more updateEssentra plc to Report Fiscal Year 2024 Results on Mar 19, 2025Essentra plc announced that they will report fiscal year 2024 results on Mar 19, 2025
공시 • Sep 10Essentra plc Announces CFO Changes, Effective November 5, 2024Essentra plc announced the appointment of Rowan Baker to the Board as Chief Financial Officer with effect from 5 November 2024. Rowan will succeed Jack Clarke. Rowan is currently the Group Chief Financial Officer of Laing O'Rourke and, from 2017 to 2020, was the Chief Financial Officer of McCarthy Stone plc. Prior to joining McCarthy & Stone in 2012, she worked in finance for Barclays Bank plc and professional services for PwC. Rowan is also a non-executive Director at Vistry Group plc, a FTSE 100 housebuilder, where she is chair of the Audit Committee and a member of the Nomination and Remuneration Committees. Rowan has a master's degree in law from Cambridge University and is a qualified chartered accountant and chartered tax adviser.
공시 • Jul 30Essentra plc Declares 2024 Interim Dividend, Payable on 25 October 2024The Board of Essentra plc has declared a 2024 interim dividend of 1.25 pence per share (2023 interim: 1.20 pence). The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining full year dividend cover in the order of three times adjusted earnings. The interim dividend will be paid on 25 October 2024 to shareholders on the share register at the record date, being 20 September 2024. The ex-dividend date will be 19 September 2024. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 4 October 2024.
New Risk • May 24New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 183% Dividend yield: 2.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (183% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (UK£97k sold).
공시 • May 23Essentra plc Announces Board and Committee ChangesEssentra plc announced the appointment of Steve Good to the Board as independent non-executive chair designate with effect from 1 July 2024. There will be a four-month induction and handover period during which Paul Lester will remain as chair. After nine years on the Board and in accordance with Provision 19 of the 2018 UK Corporate Governance Code, Paul will stand down as chair and from the Board on 1 November with Steve becoming chair. Steve has strong and relevant international experience in industrial businesses, manufacturing and B2B markets. He is currently non-executive board chair of Norcros plc and was until 2023 non-executive board chair of Devro plc and Zotefoams plc. He previously served as a non-executive director and remuneration committee chair of Elementis plc and Cape plc and as a non-executive director of Dialight plc. In his executive career Steve was chief executive of Low & Bonar plc from 2009 to 2014. Prior to joining Low & Bonar, he spent ten years with BTP plc (now part of Clariant) in a variety of leadership positions managing international specialty chemicals businesses. Steve will serve on the Essentra nomination committee which he will chair when Paul steps down.
Upcoming Dividend • May 09Upcoming dividend of UK£0.024 per shareEligible shareholders must have bought the stock before 16 May 2024. Payment date: 05 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.8%).
Recent Insider Transactions • Apr 08Chief Executive Officer recently sold UK£97k worth of stockOn the 3rd of April, Scott Morgan Fawcett sold around 55k shares on-market at roughly UK£1.76 per share. This transaction amounted to 33% 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 Scott Morgan's only on-market trade for the last 12 months.
New Risk • Mar 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% 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. This is currently the only risk that has been identified for the company.
Declared Dividend • Mar 21Dividend of UK£0.024 announcedShareholders will receive a dividend of UK£0.024. Ex-date: 16th May 2024 Payment date: 5th July 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (183% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 103% to bring the payout ratio under control. EPS is expected to grow by 192% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£0.02 (vs UK£0.12 loss in FY 2022)Full year 2023 results: EPS: UK£0.02 (up from UK£0.12 loss in FY 2022). Revenue: UK£316.3m (down 6.4% from FY 2022). Net income: UK£5.80m (up UK£41.1m from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.5% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
공시 • Mar 20+ 1 more updateEssentra plc Announces Retirement of Jack Clarke as Chief Financial Officer, No Later Than 31 March 2025Essentra plc announces that Jack Clarke has informed the Board of his decision to retire as Chief Financial Officer ("CFO") of the Company. Jack will continue in his role until a successor is in place to ensure a smooth transfer of responsibilities and, in line with Jack's retirement plans, the Company expects him to leave no later than 31 March 2025. The Company has commenced a search, of both internal and external candidates, for Jack's successor. Jack joined the Company in April 2022 as an experienced CFO and, during his tenure, he has completed the strategic reviews and transitional arrangements that led to the successful sale of the Company's Packaging and Filters businesses, and the subsequent launch of Essentra as a pure-play Components business.
공시 • Oct 27Essentra plc (LSE:ESNT) acquired Bmp Srl.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.Essentra plc (LSE:ESNT) completed the acquisition of Bmp Srl on October 26, 2023.
공시 • Sep 21Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million.Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.
Upcoming Dividend • Sep 14Upcoming dividend of UK£0.012 per share at 1.5% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 27 October 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (2.9%).
공시 • Aug 17+ 1 more updateEssentra plc Declares Interim Dividend for the Year 2023, Payable on 27 October 2023The Board of Directors of Essentra plc declared a 2023 interim dividend of 1.2 pence per share. The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining dividend cover in the order of three times earnings. The interim dividend has been calculated on the earnings of the continuing operations of the business (2022 interim dividend of 2.3 pence per share was calculated on the Group earnings, which includes the earnings that are now reported as discontinued operations). The interim dividend will be paid on 27 October 2023 to shareholders on the share register at the record date, being 22 September 2023. The ex-dividend date will be 21 September 2023.
Reported Earnings • Aug 17First half 2023 earnings released: EPS: UK£0.026 (vs UK£0.034 loss in 1H 2022)First half 2023 results: EPS: UK£0.026 (up from UK£0.034 loss in 1H 2022). Revenue: UK£166.3m (down 5.5% from 1H 2022). Net income: UK£7.70m (up UK£17.9m from 1H 2022). Profit margin: 4.6% (up from net loss in 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
공시 • May 16Essentra plc Reaffirms Earnings Guidance for the Year 2023Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged.
Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be UK£2.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Meanwhile, the company became loss making.
Upcoming Dividend • May 11Upcoming dividend of UK£0.01 per share at 1.6% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 30 June 2023. The company is not currently making a profit and its cash payout ratio is 82%. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.3%).
Buying Opportunity • Apr 17Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be UK£2.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Mar 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 19%. The fair value is estimated to be UK£2.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 30Full year 2022 earnings releasedFull year 2022 results: Revenue: UK£337.9m (down 65% from FY 2021). Net loss: UK£35.3m (down 231% from profit in FY 2021). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to UK£1.75, the stock trades at a trailing P/E ratio of 50.9x. Average forward P/E is 11x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£1.98 per share.
Upcoming Dividend • Mar 13Upcoming dividend of UK£0.30 per share at 2.9% yieldEligible shareholders must have bought the stock before 20 March 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (3.1%).
공시 • Feb 02Essentra plc Announces Special Dividend, Payable on 27 April 2023Essentra announced it will pay a special dividend of £90 million, representing approximately 29.8 pence per ordinary share. The Company intends to pay the Special Dividend on 27 April 2023 to shareholders on the register of the Company as at 18:00 (UK time) on 21 March 2023. The ordinary shares will be marked ex-dividend on 20 March 2023.
Board Change • Jan 04Less than half of directors are independentFollowing Non-Executive Director Kath Durrant's arrival on 01 January 2023, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jan 04+ 1 more updateEssentra plc Announces CEO ChangesEssentra plc confirmed the appointment of Scott Fawcett as Chief Executive of Essentra plc, having taken up the role with effect from 1 January 2023. The Board also confirm that Paul Forman has now stepped down as Chief Executive, with effect from 31 December 2022.
공시 • Jan 02Essentra plc to Report First Half, 2023 Results on Aug 16, 2023Essentra plc announced that they will report first half, 2023 results on Aug 16, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Oct 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.5%. The fair value is estimated to be UK£2.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has declined by 56%. Revenue is forecast to decline by 29% in 2 years. Earnings is forecast to grow by 261% in the next 2 years.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to UK£2.10, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.85 per share.
Upcoming Dividend • Sep 15Upcoming dividend of UK£0.023 per shareEligible shareholders must have bought the stock before 22 September 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (5.6%). In line with average of industry peers (3.0%).
Reported Earnings • Aug 18First half 2022 earnings released: UK£0.019 loss per share (vs UK£0.066 profit in 1H 2021)First half 2022 results: UK£0.019 loss per share (down from UK£0.066 profit in 1H 2021). Revenue: UK£340.8m (down 28% from 1H 2021). Net loss: UK£5.80m (down 129% from profit in 1H 2021). Over the next year, revenue is expected to shrink by 15% compared to a 21% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 14Upcoming dividend of UK£0.04 per shareEligible shareholders must have bought the stock before 21 April 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (2.7%).
Board Change • Apr 09Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 19Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: UK£0.089 (up from UK£0.017 in FY 2020). Revenue: UK£959.7m (up 7.0% from FY 2020). Net income: UK£26.9m (up 498% from FY 2020). Profit margin: 2.8% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.8% compared to a 11% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 16% share price gain to UK£2.91, the stock trades at a trailing P/E ratio of 48.1x. Average forward P/E is 22x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£5.09 per share.
Upcoming Dividend • Sep 16Upcoming dividend of UK£0.02 per shareEligible shareholders must have bought the stock before 23 September 2021. Payment date: 29 October 2021. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (3.9%). In line with average of industry peers (1.6%).
Board Change • Aug 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Board Trainee & Non-Executive Director Dupsy Abiola 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 01First half 2021 earnings released: EPS UK£0.066 (vs UK£0.023 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£474.9m (up 5.9% from 1H 2020). Net income: UK£19.9m (up 226% from 1H 2020). Profit margin: 4.2% (up from 1.4% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 18% per year.
Executive Departure • May 27Senior Independent Non-Executive Director has left the companyOn the 20th of May, Tommy Breen's tenure as Senior Independent Non-Executive Director ended after 3.1 years in the role. As of March 2021, Tommy personally held 13.85k shares (UK£40k worth at the time). Tommy is the only executive to leave the company over the last 12 months.
Upcoming Dividend • Apr 15Upcoming dividend of UK£0.033 per shareEligible shareholders must have bought the stock before 22 April 2021. Payment date: 01 June 2021. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.2%). Lower than average of industry peers (1.6%).
Reported Earnings • Mar 25Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Mar 11New 90-day low: UK£2.88The company is down 5.0% from its price of UK£3.02 on 11 December 2020. The British market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals 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 UK£3.66 per share.
Reported Earnings • Mar 06Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Mar 06Revenue misses expectationsRevenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 9.3% compared to a 9.1% decline forecast for the Chemicals industry in the United Kingdom.
Is New 90 Day High Low • Jan 08New 90-day high: UK£3.30The company is up 24% from its price of UK£2.66 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£2.51 per share.
Is New 90 Day High Low • Dec 01New 90-day high: UK£3.09The company is up 8.0% from its price of UK£2.86 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals 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 UK£2.85 per share.