View ValuationVictrex 향후 성장Future 기준 점검 3/6Victrex (는) 각각 연간 96% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 75.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.3% 로 예상됩니다.핵심 정보96.0%이익 성장률75.69%EPS 성장률Chemicals 이익 성장39.3%매출 성장률4.5%향후 자기자본이익률14.33%애널리스트 커버리지Good마지막 업데이트15 May 2026최근 향후 성장 업데이트공시 • Feb 09Victrex plc Provides Earnings Guidance for the First Half and Full Year of Fiscal Year 2024Victrex plc provided earnings guidance for the first half and full year of fiscal year 2024. First half revenue is expected to be lower than the prior year period.The Group previously communicated that progress in revenue for fiscal year 2024.모든 업데이트 보기Recent updatesDeclared Dividend • May 20First half dividend of UK£0.13 announcedDividend of UK£0.13 is the same as last year. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 9.8%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (106% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 10 years. However, payments have been volatile during that time.공시 • May 20Victrex plc Announces Stepping Down of David Thomas as Non-Executive Director, Effective May 18, 2026Victrex PLC announces that David Thomas has informed the Board that he has stepped down as a Non-executive director of the Company with immediate effect on May 18, 2026, due to ill health. David Thomas was appointed as Non-executive director in 2018.공시 • May 12Victrex plc Announces Interim Dividend for the Six Months Ended 31 March 2026, Payable on 26 June 2026Victrex plc announced interim dividend for the six months ended 31 March 2026 of 13.42 pence per share will be paid on 26 June 2026 to shareholders on the register at the close of business on 29 May 2026. This dividend will be recognised in the period in which it is approved.공시 • Feb 11Victrex plc Announces Changes to Its Board and CommitteeSpirax Group plc announced the appointment of Maria Antoniou, Non-Executive Director and Chair of the Remuneration Committee, has been appointed as a Non-Executive Director of Victrex plc with effect from 1 September 2026. Victrex plc also announced the appointment of Peter Kiernan as non-executive director and David Thomas, non-executive director and Chair of the Audit Committee, will retire from the Board on 1 July 2026, and Peter will succeed David as Chair of the Audit Committee from that date. Peter Kiernan has significant experience in executive and non-executive roles. He had a 30 year career in investment banking with a focus on M&A and general corporate finance advice, including senior roles at S.G. Warburg/UBS, Goldman Sachs, Lazard and Hawkpoint Partners/Canaccord Genuity. He started his career at Peat, Marwick, Mitchell where he qualified as a Chartered Accountant. He holds an MA in Natural Sciences (Chemistry) from Cambridge University. Peter has held several advisory and non-executive positions. He currently holds senior advisory roles at Egon Zehnder and OMERS Private Equity (Europe). Prior non-executive roles include Tungsten Corporation, a public company where he was Audit Committee Chair and Senior Independent Director, Lifeways Group, a private equity owned business where he was Audit Committee Chair and Chair, and Business LDN where he was Chair of the Finance Committee. MariaAntoniou has extensive experience in both executive and non-executive roles within UK plc Boards. She is currently Chief Human Resources Officer at Morgan Advanced Materials plc and a non-executive director at FTSE 100 listed Spirax Group plc. Until last year she was a non-executive director of NATS (the National Air Traffic Service). Maria has a strong background in international industrial businesses, having worked in significant roles at Ford, Jaguar Land Rover and E.ON. Her experience spans across various sectors, including automotive, energy, and advanced materials, which gives her a comprehensive understanding of the challenges and opportunities within industries aligned to Victrex's end-markets.공시 • Feb 06Jakob Sigurdsson Steps Down as an Executive Director of Victrex Plc, Effective from February 6, 2026Coats Group PLC announces that it has been notified that Jakob Sigurdsson, a Non-Executive Director of the Company, has on February 6, 2026, stepped down as an Executive Director of Victrex plc.공시 • Oct 22Victrex plc, Annual General Meeting, Feb 06, 2026Victrex plc, Annual General Meeting, Feb 06, 2026.공시 • Oct 21+ 1 more updateVictrex plc Announces CEO ChangesVictrex plc announced that James Routh will join the Company as Chief Executive Officer with effect from 1 January 2026, succeeding Jakob Sigurdsson. He will join the Board as an Executive Director from the same date. Jakob Sigurdsson will continue to serve on the Victrex Board as Chief Executive until James joins, to support an orderly transition, and then as an Executive Director. Jakob will step down from the Board at the conclusion of the Company's Annual General Meeting on 6 February 2026.공시 • Jul 08+ 2 more updatesVictrex plc to Report Fiscal Year 2025 Results on Dec 02, 2025Victrex plc announced that they will report fiscal year 2025 results on Dec 02, 2025공시 • Dec 06Victrex plc, Annual General Meeting, Feb 07, 2025Victrex plc, Annual General Meeting, Feb 07, 2025.공시 • Dec 03Victrex plc Proposes Final Dividend for the Fiscal Year 2025, Payable on 21 February 2025Victrex plc at its AGM to be held on 7 February 2025, proposed final dividend at 46.14 pence per share (fiscal year 2024: 46.14 pence per share), with an Ex-dividend date: 23 January 2025, Record date: 24 January 2025 and Payment of final dividend: 21 February 2025.공시 • Sep 18Victrex plc Announces in Partnership with Maxx Orthopedics Inc, FDA Grants IDE Approval for Freedom Total Knee System with Invibio PEEK-OPTIMA Femoral Component as Staged StudyVictrex plc announced that, in partnership with Maxx Orthopedics Inc, the U.S. Food and Drug Administration (FDA) has granted Investigational Device Exemption (IDE) approval for Freedom Total Knee System with Invibio PEEK-OPTIMA Femoral Component, as a staged study. The study, projected to be 120 patients at clinical sites in the US, will compare using the PEEK-OPTIMA Femoral Knee Component to a controlled registry of the same system using traditional metal femoral components. The US study will build on the existing clinical trial for PEEK Knee at sites in Belgium, India and Italy, which has been progressing strongly since the first implant in 2021, with no clinical intervention. A regulatory submission in India is also expected imminently, supporting the potential for a commercial PEEK Knee in the market in 2025.공시 • Sep 06Victrex plc to Report Fiscal Year 2024 Results on Dec 03, 2024Victrex plc announced that they will report fiscal year 2024 results on Dec 03, 2024New Risk • May 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 169% Cash payout ratio: 411% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin).Declared Dividend • May 16First half dividend of UK£0.13 announcedDividend of UK£0.13 is the same as last year. Ex-date: 30th May 2024 Payment date: 28th June 2024 Dividend yield will be 4.6%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (169% earnings payout ratio) nor is it covered by cash flows (411% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 87% to bring the payout ratio under control. EPS is expected to grow by 143% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.공시 • May 15Victrex plc Announces Interim Dividend , Payable on June 28, 2024Victrex plc announced that an interim dividend of 13.42 pence per share (First half 2023: 13.42 pence) will be paid on 28 June 2024 to shareholders on the register at the close of business on 31 May 2024. This dividend will be recognised in the period in which it is approved.New Risk • May 13New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 169% Cash payout ratio: 411% Dividend yield: 4.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough 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. 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 169% Cash payout ratio: 411% Minor Risk Profit margins are more than 30% lower than last year (11% net profit margin).공시 • Mar 15Victrex plc Appoints Urmi Prasad Richardson as Non-Executive Director, Effective from May 1, 2024Victrex plc announced that Urmi Prasad Richardson has been appointed as a non-executive director of the Board, effective from May 1, 2024. Urmi has a wealth of global experience in executive and non-executive roles over a 25 year period. She has a particular focus on science, medical and innovation based businesses. Urmi is currently President EMEA of Thermo Fisher Scientific, a world leader in serving science, with products which help accelerate life science research and improve patient health. Her executive career includes roles at The Linde Group, where she was Global Head of Healthcare, at Novartis and Foundation Medicine (a Roche company). She started her career with G.D. Searle (a Pfizer company) and has worked throughout Europe and the US. Urmi has extensive experience in strategy, business development and product commercialisation in Europe, Asia and North America. Urmi holds a number of advisory Board roles at unlisted organizations in the sectors of longevity, blockchain, and targeted therapy in oncology. Her previous non-executive roles include Linde Healthcare.공시 • Feb 27Victrex plc to Report First Half, 2024 Results on May 13, 2024Victrex plc announced that they will report first half, 2024 results on May 13, 2024공시 • Feb 09Victrex plc Provides Earnings Guidance for the First Half and Full Year of Fiscal Year 2024Victrex plc provided earnings guidance for the first half and full year of fiscal year 2024. First half revenue is expected to be lower than the prior year period.The Group previously communicated that progress in revenue for fiscal year 2024.Upcoming Dividend • Jan 18Upcoming dividend of UK£0.46 per share at 4.4% yieldEligible shareholders must have bought the stock before 25 January 2024. Payment date: 23 February 2024. Payout ratio is on the higher end at 84%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (3.2%).Reported Earnings • Jan 11Full year 2023 earnings released: EPS: UK£0.71 (vs UK£0.88 in FY 2022)Full year 2023 results: EPS: UK£0.71 (down from UK£0.88 in FY 2022). Revenue: UK£307.0m (down 10.0% from FY 2022). Net income: UK£61.7m (down 19% from FY 2022). Profit margin: 20% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.5% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Reported Earnings • Dec 07Full year 2023 earnings released: EPS: UK£0.71 (vs UK£0.88 in FY 2022)Full year 2023 results: EPS: UK£0.71 (down from UK£0.88 in FY 2022). Revenue: UK£307.0m (down 10.0% from FY 2022). Net income: UK£61.7m (down 19% from FY 2022). Profit margin: 20% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.7% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공시 • Dec 05+ 1 more updateVictrex plc, Annual General Meeting, Feb 09, 2024Victrex plc, Annual General Meeting, Feb 09, 2024.Buying Opportunity • Oct 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be UK£17.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 2.8%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings is also forecast to grow by 9.8% per annum over the same time period.공시 • Oct 14Victrex Announces New Product Grade Launch, Victrex Pharmaceutical Contact (PC)101 (VICTREX PC101), Developed Exclusively for the Drug Delivery Device MarketVictrex plc have launched a new product grade developed exclusively for Drug Delivery and Pharmaceutical Contact applications. VICTREX PC101™ meets the highest levels of Industry biocompatibility certification for USP Class VI and also meets industry standards such as USP 661 for use in non-implantable pharmaceutical contact applications. This material is available in granules and film and adds value to pharmaceutical production companies and drug delivery device manufacturers by providing access to assured materials for equipment or devices. This has the potential to save them cost, time and reduce risk, ultimately streamlining the commercialisation of their own products. VICTREX PC101™ is a PEEK-based material ideally suited to non-implantable Pharmaceutical contact and drug delivery applications for less than 24-hour tissue contact duration, whether they are production line equipment or primary packaging and end delivery devices. Victrex also offers unparalleled expertise, experience and support to customers, having been the first to commercialise the use of PEEK over 40 years ago. PEEK materials have properties meeting high levels of physical and chemical performance, ideal for applications requiring sterilisation, retention of dimensional stability, or chemical, electrical and temperature resistance. PEEK also meets high levels of mechanical performance, perfectly suited for high strength and miniature parts, wear, abrasion and fatigue exposure. It is also versatile for thermoplastic processing through moulding processes, milling or additive manufacturing. Victrex offer a unique perspective on this market as their medical business, Invibio, has over 20 years of proven clinical history in implantable medical PEEK devices. This insight and experience have enabled them to become a key player in the drug delivery device space over recent years. They are well placed to collaborate with OEMs, engineers and pharma manufacturing companies to support them from design, regulatory approval, manufacture and beyond.Buying Opportunity • Sep 26Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£17.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 2.8%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.공시 • Jul 07Victrex plc to Report Q4, 2023 Results on Dec 04, 2023Victrex plc announced that they will report Q4, 2023 results on Dec 04, 2023Buying Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be UK£18.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 2.8%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Upcoming Dividend • May 18Upcoming dividend of UK£0.13 per share at 3.8% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 03 July 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.4%).공시 • May 10+ 1 more updateVictrex plc to Report Q2, 2023 Results on May 09, 2023Victrex plc announced that they will report Q2, 2023 results on May 09, 2023Reported Earnings • May 09First half 2023 earnings released: EPS: UK£0.39 (vs UK£0.43 in 1H 2022)First half 2023 results: EPS: UK£0.39 (down from UK£0.43 in 1H 2022). Revenue: UK£162.2m (up 1.3% from 1H 2022). Net income: UK£33.7m (down 11% from 1H 2022). Profit margin: 21% (down from 24% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jan 13Upcoming dividend of UK£0.46 per shareEligible shareholders must have bought the stock before 19 January 2023. Payment date: 17 February 2023. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.4%). Higher than average of industry peers (2.8%).Reported Earnings • Jan 09Full year 2022 earnings released: EPS: UK£0.88 (vs UK£0.84 in FY 2021)Full year 2022 results: EPS: UK£0.88 (up from UK£0.84 in FY 2021). Revenue: UK£341.0m (up 11% from FY 2021). Net income: UK£76.2m (up 4.1% from FY 2021). Profit margin: 22% (down from 24% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 12% per year.Reported Earnings • Dec 07Full year 2022 earnings released: EPS: UK£0.88 (vs UK£0.84 in FY 2021)Full year 2022 results: EPS: UK£0.88 (up from UK£0.84 in FY 2021). Revenue: UK£341.0m (up 11% from FY 2021). Net income: UK£76.2m (up 4.1% from FY 2021). Profit margin: 22% (down from 24% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.공시 • Dec 06Victrex plc, Annual General Meeting, Feb 10, 2023Victrex plc, Annual General Meeting, Feb 10, 2023.Upcoming Dividend • May 19Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (2.8%).Reported Earnings • May 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£40.7m from profit in 1H 2021). Profit margin: (down from 27% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 5.4% compared to a 18% decline forecast for the industry in the United Kingdom.Recent Insider Transactions • Feb 23CEO & Executive Director recently bought UK£53k worth of stockOn the 21st of February, Jakob Sigurdsson bought around 3k shares on-market at roughly UK£18.93 per share. This was the largest purchase by an insider in the last 3 months. Jakob has been a buyer over the last 12 months, purchasing a net total of UK£117k worth in shares.Buying Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.6%. The fair value is estimated to be UK£27.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.5% per annum over the last 3 years. Earnings per share has declined by 23% per annum over the last 3 years.Upcoming Dividend • Jan 20Upcoming dividend of UK£0.96 per shareEligible shareholders must have bought the stock before 27 January 2022. Payment date: 18 February 2022. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (2.0%).Reported Earnings • Jan 14Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.84 (up from UK£0.63 in FY 2020). Revenue: UK£306.3m (up 15% from FY 2020). Net income: UK£73.2m (up 35% from FY 2020). Profit margin: 24% (up from 20% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.7% compared to a 2.8% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Dec 08Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.84 (up from UK£0.63 in FY 2020). Revenue: UK£306.3m (up 15% from FY 2020). Net income: UK£73.2m (up 35% from FY 2020). Profit margin: 24% (up from 20% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.0% compared to a 2.1% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Upcoming Dividend • May 27Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 30 June 2021. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.5%).Reported Earnings • May 12First half 2021 earnings released: EPS UK£0.47 (vs UK£0.48 in 1H 2020)The company reported a soft first half result with weaker earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: UK£150.9m (flat on 1H 2020). Net income: UK£40.7m (down 1.0% from 1H 2020). Profit margin: 27% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Mar 02CEO & Executive Director recently bought UK£64k worth of stockOn the 1st of March, Jakob Sigurdsson bought around 3k shares on-market at roughly UK£21.41 per share. This was the largest purchase by an insider in the last 3 months. This was Jakob's only on-market trade for the last 12 months.Analyst Estimate Surprise Post Earnings • Jan 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.3% compared to a 9.8% decline forecast for the Chemicals industry in the United Kingdom.Analyst Estimate Surprise Post Earnings • Jan 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.3% compared to a 9.3% decline forecast for the Chemicals industry in the United Kingdom.Reported Earnings • Jan 08Full year 2020 earnings released: EPS UK£0.63The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£266.0m (down 9.5% from FY 2019). Net income: UK£54.2m (down 41% from FY 2019). Profit margin: 20% (down from 31% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Jan 08Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.3% compared to a 9.7% decline forecast for the Chemicals industry in the United Kingdom.Is New 90 Day High Low • Jan 07New 90-day high: UK£24.48The company is up 25% from its price of UK£19.63 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£25.25 per share.Is New 90 Day High Low • Dec 23New 90-day high: UK£23.30The company is up 28% from its price of UK£18.24 on 24 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£25.37 per share.Reported Earnings • Dec 11Full year 2020 earnings released: EPS UK£0.63The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£266.0m (down 9.5% from FY 2019). Net income: UK£54.2m (down 41% from FY 2019). Profit margin: 20% (down from 31% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Dec 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 3.4% compared to a 11% decline forecast for the Chemicals industry in the United Kingdom.Is New 90 Day High Low • Dec 04New 90-day high: UK£21.12The company is up 9.0% from its price of UK£19.44 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£19.43 per share.이익 및 매출 성장 예측BATS-CHIXE:VCTL - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수9/30/2028329454874119/30/2027313414468129/30/20262975446273/31/2026294-204969N/A12/31/202529344970N/A9/30/2025293284971N/A6/30/2025295295778N/A3/31/2025298306585N/A12/31/2024294235884N/A9/30/2024291175184N/A6/30/2024288243267N/A3/31/2024284311351N/A12/31/202329646846N/A9/30/202330762342N/A6/30/2023325671656N/A3/31/2023343722970N/A12/31/2022342743275N/A9/30/2022341763580N/A6/30/2022328734290N/A3/31/20223167049101N/A12/31/20213117267114N/A9/30/20213067385127N/A6/30/20212866473108N/A3/31/2021265546090N/A12/31/2020266545279N/A9/30/2020266544569N/A6/30/2020283725479N/A3/31/2020300896389N/A12/31/201929791N/A85N/A9/30/201929492N/A80N/A6/30/201930096N/A85N/A3/31/201930599N/A91N/A12/31/2018316105N/A110N/A9/30/2018326111N/A129N/A6/30/2018326113N/A127N/A3/31/2018326115N/A125N/A12/31/2017308107N/A121N/A9/30/2017290100N/A118N/A6/30/201727892N/A114N/A3/31/201726684N/A111N/A12/31/201625983N/A97N/A9/30/201625283N/A83N/A6/30/201625181N/A78N/A3/31/201625080N/A72N/A12/31/201525782N/A80N/A9/30/201526484N/A88N/A6/30/201526384N/A96N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: VCTL 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.4%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: VCTL (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: VCTL 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: VCTL 의 수익(연간 4.5%)이 UK 시장(연간 4.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: VCTL 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: VCTL의 자본 수익률은 3년 후 14.3%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 02:30종가2026/05/21 00:00수익2026/03/31연간 수익2025/09/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Victrex plc는 31명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Gunther ZechmannBarclaysKatie RichardsBarclaysJames StewartBarclays28명의 분석가 더 보기
공시 • Feb 09Victrex plc Provides Earnings Guidance for the First Half and Full Year of Fiscal Year 2024Victrex plc provided earnings guidance for the first half and full year of fiscal year 2024. First half revenue is expected to be lower than the prior year period.The Group previously communicated that progress in revenue for fiscal year 2024.
Declared Dividend • May 20First half dividend of UK£0.13 announcedDividend of UK£0.13 is the same as last year. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 9.8%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (106% cash payout ratio). The dividend has increased by an average of 2.4% per year over the past 10 years. However, payments have been volatile during that time.
공시 • May 20Victrex plc Announces Stepping Down of David Thomas as Non-Executive Director, Effective May 18, 2026Victrex PLC announces that David Thomas has informed the Board that he has stepped down as a Non-executive director of the Company with immediate effect on May 18, 2026, due to ill health. David Thomas was appointed as Non-executive director in 2018.
공시 • May 12Victrex plc Announces Interim Dividend for the Six Months Ended 31 March 2026, Payable on 26 June 2026Victrex plc announced interim dividend for the six months ended 31 March 2026 of 13.42 pence per share will be paid on 26 June 2026 to shareholders on the register at the close of business on 29 May 2026. This dividend will be recognised in the period in which it is approved.
공시 • Feb 11Victrex plc Announces Changes to Its Board and CommitteeSpirax Group plc announced the appointment of Maria Antoniou, Non-Executive Director and Chair of the Remuneration Committee, has been appointed as a Non-Executive Director of Victrex plc with effect from 1 September 2026. Victrex plc also announced the appointment of Peter Kiernan as non-executive director and David Thomas, non-executive director and Chair of the Audit Committee, will retire from the Board on 1 July 2026, and Peter will succeed David as Chair of the Audit Committee from that date. Peter Kiernan has significant experience in executive and non-executive roles. He had a 30 year career in investment banking with a focus on M&A and general corporate finance advice, including senior roles at S.G. Warburg/UBS, Goldman Sachs, Lazard and Hawkpoint Partners/Canaccord Genuity. He started his career at Peat, Marwick, Mitchell where he qualified as a Chartered Accountant. He holds an MA in Natural Sciences (Chemistry) from Cambridge University. Peter has held several advisory and non-executive positions. He currently holds senior advisory roles at Egon Zehnder and OMERS Private Equity (Europe). Prior non-executive roles include Tungsten Corporation, a public company where he was Audit Committee Chair and Senior Independent Director, Lifeways Group, a private equity owned business where he was Audit Committee Chair and Chair, and Business LDN where he was Chair of the Finance Committee. MariaAntoniou has extensive experience in both executive and non-executive roles within UK plc Boards. She is currently Chief Human Resources Officer at Morgan Advanced Materials plc and a non-executive director at FTSE 100 listed Spirax Group plc. Until last year she was a non-executive director of NATS (the National Air Traffic Service). Maria has a strong background in international industrial businesses, having worked in significant roles at Ford, Jaguar Land Rover and E.ON. Her experience spans across various sectors, including automotive, energy, and advanced materials, which gives her a comprehensive understanding of the challenges and opportunities within industries aligned to Victrex's end-markets.
공시 • Feb 06Jakob Sigurdsson Steps Down as an Executive Director of Victrex Plc, Effective from February 6, 2026Coats Group PLC announces that it has been notified that Jakob Sigurdsson, a Non-Executive Director of the Company, has on February 6, 2026, stepped down as an Executive Director of Victrex plc.
공시 • Oct 22Victrex plc, Annual General Meeting, Feb 06, 2026Victrex plc, Annual General Meeting, Feb 06, 2026.
공시 • Oct 21+ 1 more updateVictrex plc Announces CEO ChangesVictrex plc announced that James Routh will join the Company as Chief Executive Officer with effect from 1 January 2026, succeeding Jakob Sigurdsson. He will join the Board as an Executive Director from the same date. Jakob Sigurdsson will continue to serve on the Victrex Board as Chief Executive until James joins, to support an orderly transition, and then as an Executive Director. Jakob will step down from the Board at the conclusion of the Company's Annual General Meeting on 6 February 2026.
공시 • Jul 08+ 2 more updatesVictrex plc to Report Fiscal Year 2025 Results on Dec 02, 2025Victrex plc announced that they will report fiscal year 2025 results on Dec 02, 2025
공시 • Dec 06Victrex plc, Annual General Meeting, Feb 07, 2025Victrex plc, Annual General Meeting, Feb 07, 2025.
공시 • Dec 03Victrex plc Proposes Final Dividend for the Fiscal Year 2025, Payable on 21 February 2025Victrex plc at its AGM to be held on 7 February 2025, proposed final dividend at 46.14 pence per share (fiscal year 2024: 46.14 pence per share), with an Ex-dividend date: 23 January 2025, Record date: 24 January 2025 and Payment of final dividend: 21 February 2025.
공시 • Sep 18Victrex plc Announces in Partnership with Maxx Orthopedics Inc, FDA Grants IDE Approval for Freedom Total Knee System with Invibio PEEK-OPTIMA Femoral Component as Staged StudyVictrex plc announced that, in partnership with Maxx Orthopedics Inc, the U.S. Food and Drug Administration (FDA) has granted Investigational Device Exemption (IDE) approval for Freedom Total Knee System with Invibio PEEK-OPTIMA Femoral Component, as a staged study. The study, projected to be 120 patients at clinical sites in the US, will compare using the PEEK-OPTIMA Femoral Knee Component to a controlled registry of the same system using traditional metal femoral components. The US study will build on the existing clinical trial for PEEK Knee at sites in Belgium, India and Italy, which has been progressing strongly since the first implant in 2021, with no clinical intervention. A regulatory submission in India is also expected imminently, supporting the potential for a commercial PEEK Knee in the market in 2025.
공시 • Sep 06Victrex plc to Report Fiscal Year 2024 Results on Dec 03, 2024Victrex plc announced that they will report fiscal year 2024 results on Dec 03, 2024
New Risk • May 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 44% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 169% Cash payout ratio: 411% Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (11% net profit margin).
Declared Dividend • May 16First half dividend of UK£0.13 announcedDividend of UK£0.13 is the same as last year. Ex-date: 30th May 2024 Payment date: 28th June 2024 Dividend yield will be 4.6%, which is higher than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (169% earnings payout ratio) nor is it covered by cash flows (411% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 87% to bring the payout ratio under control. EPS is expected to grow by 143% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
공시 • May 15Victrex plc Announces Interim Dividend , Payable on June 28, 2024Victrex plc announced that an interim dividend of 13.42 pence per share (First half 2023: 13.42 pence) will be paid on 28 June 2024 to shareholders on the register at the close of business on 31 May 2024. This dividend will be recognised in the period in which it is approved.
New Risk • May 13New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 169% Cash payout ratio: 411% Dividend yield: 4.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough 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. 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 169% Cash payout ratio: 411% Minor Risk Profit margins are more than 30% lower than last year (11% net profit margin).
공시 • Mar 15Victrex plc Appoints Urmi Prasad Richardson as Non-Executive Director, Effective from May 1, 2024Victrex plc announced that Urmi Prasad Richardson has been appointed as a non-executive director of the Board, effective from May 1, 2024. Urmi has a wealth of global experience in executive and non-executive roles over a 25 year period. She has a particular focus on science, medical and innovation based businesses. Urmi is currently President EMEA of Thermo Fisher Scientific, a world leader in serving science, with products which help accelerate life science research and improve patient health. Her executive career includes roles at The Linde Group, where she was Global Head of Healthcare, at Novartis and Foundation Medicine (a Roche company). She started her career with G.D. Searle (a Pfizer company) and has worked throughout Europe and the US. Urmi has extensive experience in strategy, business development and product commercialisation in Europe, Asia and North America. Urmi holds a number of advisory Board roles at unlisted organizations in the sectors of longevity, blockchain, and targeted therapy in oncology. Her previous non-executive roles include Linde Healthcare.
공시 • Feb 27Victrex plc to Report First Half, 2024 Results on May 13, 2024Victrex plc announced that they will report first half, 2024 results on May 13, 2024
공시 • Feb 09Victrex plc Provides Earnings Guidance for the First Half and Full Year of Fiscal Year 2024Victrex plc provided earnings guidance for the first half and full year of fiscal year 2024. First half revenue is expected to be lower than the prior year period.The Group previously communicated that progress in revenue for fiscal year 2024.
Upcoming Dividend • Jan 18Upcoming dividend of UK£0.46 per share at 4.4% yieldEligible shareholders must have bought the stock before 25 January 2024. Payment date: 23 February 2024. Payout ratio is on the higher end at 84%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Lower than top quartile of British dividend payers (5.9%). Higher than average of industry peers (3.2%).
Reported Earnings • Jan 11Full year 2023 earnings released: EPS: UK£0.71 (vs UK£0.88 in FY 2022)Full year 2023 results: EPS: UK£0.71 (down from UK£0.88 in FY 2022). Revenue: UK£307.0m (down 10.0% from FY 2022). Net income: UK£61.7m (down 19% from FY 2022). Profit margin: 20% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.5% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Reported Earnings • Dec 07Full year 2023 earnings released: EPS: UK£0.71 (vs UK£0.88 in FY 2022)Full year 2023 results: EPS: UK£0.71 (down from UK£0.88 in FY 2022). Revenue: UK£307.0m (down 10.0% from FY 2022). Net income: UK£61.7m (down 19% from FY 2022). Profit margin: 20% (down from 22% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 4.7% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공시 • Dec 05+ 1 more updateVictrex plc, Annual General Meeting, Feb 09, 2024Victrex plc, Annual General Meeting, Feb 09, 2024.
Buying Opportunity • Oct 18Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be UK£17.21, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 2.8%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings is also forecast to grow by 9.8% per annum over the same time period.
공시 • Oct 14Victrex Announces New Product Grade Launch, Victrex Pharmaceutical Contact (PC)101 (VICTREX PC101), Developed Exclusively for the Drug Delivery Device MarketVictrex plc have launched a new product grade developed exclusively for Drug Delivery and Pharmaceutical Contact applications. VICTREX PC101™ meets the highest levels of Industry biocompatibility certification for USP Class VI and also meets industry standards such as USP 661 for use in non-implantable pharmaceutical contact applications. This material is available in granules and film and adds value to pharmaceutical production companies and drug delivery device manufacturers by providing access to assured materials for equipment or devices. This has the potential to save them cost, time and reduce risk, ultimately streamlining the commercialisation of their own products. VICTREX PC101™ is a PEEK-based material ideally suited to non-implantable Pharmaceutical contact and drug delivery applications for less than 24-hour tissue contact duration, whether they are production line equipment or primary packaging and end delivery devices. Victrex also offers unparalleled expertise, experience and support to customers, having been the first to commercialise the use of PEEK over 40 years ago. PEEK materials have properties meeting high levels of physical and chemical performance, ideal for applications requiring sterilisation, retention of dimensional stability, or chemical, electrical and temperature resistance. PEEK also meets high levels of mechanical performance, perfectly suited for high strength and miniature parts, wear, abrasion and fatigue exposure. It is also versatile for thermoplastic processing through moulding processes, milling or additive manufacturing. Victrex offer a unique perspective on this market as their medical business, Invibio, has over 20 years of proven clinical history in implantable medical PEEK devices. This insight and experience have enabled them to become a key player in the drug delivery device space over recent years. They are well placed to collaborate with OEMs, engineers and pharma manufacturing companies to support them from design, regulatory approval, manufacture and beyond.
Buying Opportunity • Sep 26Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£17.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 2.8%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings is also forecast to grow by 10% per annum over the same time period.
공시 • Jul 07Victrex plc to Report Q4, 2023 Results on Dec 04, 2023Victrex plc announced that they will report Q4, 2023 results on Dec 04, 2023
Buying Opportunity • Jun 19Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 14%. The fair value is estimated to be UK£18.09, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years. Earnings per share has grown by 2.8%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Upcoming Dividend • May 18Upcoming dividend of UK£0.13 per share at 3.8% yieldEligible shareholders must have bought the stock before 25 May 2023. Payment date: 03 July 2023. Payout ratio is a comfortable 72% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Lower than top quartile of British dividend payers (5.8%). Higher than average of industry peers (2.4%).
공시 • May 10+ 1 more updateVictrex plc to Report Q2, 2023 Results on May 09, 2023Victrex plc announced that they will report Q2, 2023 results on May 09, 2023
Reported Earnings • May 09First half 2023 earnings released: EPS: UK£0.39 (vs UK£0.43 in 1H 2022)First half 2023 results: EPS: UK£0.39 (down from UK£0.43 in 1H 2022). Revenue: UK£162.2m (up 1.3% from 1H 2022). Net income: UK£33.7m (down 11% from 1H 2022). Profit margin: 21% (down from 24% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jan 13Upcoming dividend of UK£0.46 per shareEligible shareholders must have bought the stock before 19 January 2023. Payment date: 17 February 2023. Payout ratio is a comfortable 68% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Lower than top quartile of British dividend payers (5.4%). Higher than average of industry peers (2.8%).
Reported Earnings • Jan 09Full year 2022 earnings released: EPS: UK£0.88 (vs UK£0.84 in FY 2021)Full year 2022 results: EPS: UK£0.88 (up from UK£0.84 in FY 2021). Revenue: UK£341.0m (up 11% from FY 2021). Net income: UK£76.2m (up 4.1% from FY 2021). Profit margin: 22% (down from 24% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 12% per year.
Reported Earnings • Dec 07Full year 2022 earnings released: EPS: UK£0.88 (vs UK£0.84 in FY 2021)Full year 2022 results: EPS: UK£0.88 (up from UK£0.84 in FY 2021). Revenue: UK£341.0m (up 11% from FY 2021). Net income: UK£76.2m (up 4.1% from FY 2021). Profit margin: 22% (down from 24% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.
공시 • Dec 06Victrex plc, Annual General Meeting, Feb 10, 2023Victrex plc, Annual General Meeting, Feb 10, 2023.
Upcoming Dividend • May 19Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 26 May 2022. Payment date: 29 June 2022. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of British dividend payers (4.8%). Higher than average of industry peers (2.8%).
Reported Earnings • May 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down UK£40.7m from profit in 1H 2021). Profit margin: (down from 27% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 5.4% compared to a 18% decline forecast for the industry in the United Kingdom.
Recent Insider Transactions • Feb 23CEO & Executive Director recently bought UK£53k worth of stockOn the 21st of February, Jakob Sigurdsson bought around 3k shares on-market at roughly UK£18.93 per share. This was the largest purchase by an insider in the last 3 months. Jakob has been a buyer over the last 12 months, purchasing a net total of UK£117k worth in shares.
Buying Opportunity • Jan 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.6%. The fair value is estimated to be UK£27.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.5% per annum over the last 3 years. Earnings per share has declined by 23% per annum over the last 3 years.
Upcoming Dividend • Jan 20Upcoming dividend of UK£0.96 per shareEligible shareholders must have bought the stock before 27 January 2022. Payment date: 18 February 2022. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of British dividend payers (4.0%). Higher than average of industry peers (2.0%).
Reported Earnings • Jan 14Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.84 (up from UK£0.63 in FY 2020). Revenue: UK£306.3m (up 15% from FY 2020). Net income: UK£73.2m (up 35% from FY 2020). Profit margin: 24% (up from 20% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.7% compared to a 2.8% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Dec 08Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.84 (up from UK£0.63 in FY 2020). Revenue: UK£306.3m (up 15% from FY 2020). Net income: UK£73.2m (up 35% from FY 2020). Profit margin: 24% (up from 20% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 3.0% compared to a 2.1% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Upcoming Dividend • May 27Upcoming dividend of UK£0.13 per shareEligible shareholders must have bought the stock before 03 June 2021. Payment date: 30 June 2021. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.1%). Lower than average of industry peers (1.5%).
Reported Earnings • May 12First half 2021 earnings released: EPS UK£0.47 (vs UK£0.48 in 1H 2020)The company reported a soft first half result with weaker earnings, although revenues and profit margins were flat. First half 2021 results: Revenue: UK£150.9m (flat on 1H 2020). Net income: UK£40.7m (down 1.0% from 1H 2020). Profit margin: 27% (in line with 1H 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Mar 02CEO & Executive Director recently bought UK£64k worth of stockOn the 1st of March, Jakob Sigurdsson bought around 3k shares on-market at roughly UK£21.41 per share. This was the largest purchase by an insider in the last 3 months. This was Jakob's only on-market trade for the last 12 months.
Analyst Estimate Surprise Post Earnings • Jan 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.3% compared to a 9.8% decline forecast for the Chemicals industry in the United Kingdom.
Analyst Estimate Surprise Post Earnings • Jan 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.3% compared to a 9.3% decline forecast for the Chemicals industry in the United Kingdom.
Reported Earnings • Jan 08Full year 2020 earnings released: EPS UK£0.63The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£266.0m (down 9.5% from FY 2019). Net income: UK£54.2m (down 41% from FY 2019). Profit margin: 20% (down from 31% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Jan 08Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 2.3% compared to a 9.7% decline forecast for the Chemicals industry in the United Kingdom.
Is New 90 Day High Low • Jan 07New 90-day high: UK£24.48The company is up 25% from its price of UK£19.63 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£25.25 per share.
Is New 90 Day High Low • Dec 23New 90-day high: UK£23.30The company is up 28% from its price of UK£18.24 on 24 September 2020. The British market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£25.37 per share.
Reported Earnings • Dec 11Full year 2020 earnings released: EPS UK£0.63The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£266.0m (down 9.5% from FY 2019). Net income: UK£54.2m (down 41% from FY 2019). Profit margin: 20% (down from 31% in FY 2019). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Dec 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 3.4% compared to a 11% decline forecast for the Chemicals industry in the United Kingdom.
Is New 90 Day High Low • Dec 04New 90-day high: UK£21.12The company is up 9.0% from its price of UK£19.44 on 04 September 2020. The British market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Chemicals industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£19.43 per share.