View ValuationZotefoams 향후 성장Future 기준 점검 1/6Zotefoams은 연간 수입과 매출이 각각 1.8%와 7.9% 증가할 것으로 예상되고 EPS는 연간 0.6%만큼 감소할 것으로 예상됩니다.핵심 정보1.8%이익 성장률-0.62%EPS 성장률Chemicals 이익 성장30.9%매출 성장률7.9%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트06 Aug 2026최근 향후 성장 업데이트공고 • Jan 22Zotefoams plc Provides Unaudited Earnings Guidance for the Financial Year Ended 31 December 2025Zotefoams plc provided unaudited earnings guidance for the financial year ended 31 December 2025. For the year, the company expects full year revenue of £158.5 million (2024: £147.8 million). This is slightly ahead of market expectations and represents strong year-on-year growth (+7.2%).공고 • Nov 04Zotefoams plc Provides Earnings Guidance for the Full Year 2024Zotefoams plc provided earnings guidance for the full year 2024. With the exception of T-FIT, which is generally heavily weighted to fourth quarter, the Group has good visibility of confirmed orders across most business units for the remainder of the year. As a consequence, and while the company is remain mindful of the risk of some continued demand volatility in certain sectors, the company expected to deliver significant revenue growth in 2024 over 2023. The Board is confident in the Group's ability to carry positive momentum through the remainder of the year. Based on its current sales forecasts and foreign exchange rates, and subject to there being no material disruption to the business, it expects revenue and adjusted profit before tax to be in line with current market expectations.모든 업데이트 보기Recent updatesDeclared Dividend • Aug 07First half dividend increased to UK£0.026Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 3rd September 2026 Payment date: 5th October 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.8% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range.공고 • Aug 06Zotefoams plc Approves Interim Dividend for the Six Months Ended 30 June 2026, Payable on 5 October 2026Zotefoams plc has approved an interim dividend of 2.63 pence per share for the six months ended 30 June 2026(HY 2025: 2.50 pence per share), an increase of 5.2%. The interim dividend will be paid on 5 October 2026 to shareholders on the Company's register at the close of business on 4 September 2026.공고 • Jul 22Zotefoams plc to Report First Half, 2026 Results on Aug 05, 2026Zotefoams plc announced that they will report first half, 2026 results on Aug 05, 2026공고 • May 03Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026.공고 • Apr 29Zotefoams plc, Annual General Meeting, May 27, 2026Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United Kingdom공고 • Jan 22Zotefoams plc Provides Unaudited Earnings Guidance for the Financial Year Ended 31 December 2025Zotefoams plc provided unaudited earnings guidance for the financial year ended 31 December 2025. For the year, the company expects full year revenue of £158.5 million (2024: £147.8 million). This is slightly ahead of market expectations and represents strong year-on-year growth (+7.2%).공고 • Nov 20Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million.Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million on November 18, 2025. An upfront cash consideration of €27.6 million, plus a deferred element of up to €8.4 million based on Overseas Konstellation Company's financial performance in 2026. The total consideration will be funded from Zotefoams existing financial resources. Following completion of the Acquisition, OKC will continue to operate from its existing facilities in Burgos and Anglesola, Spain. The current leadership team will remain in place for at least 12 months to ensure continuity for customers, employees, and partners. The transaction reflects TEV/EBITDA multiple of 7x. For the period ending December 31, 2024, Overseas Konstellation Company, S.A. reported EBITDA of €5.3 million and revenue of €30.1 million. Graham Herring, Tim Metcalfe and Zach Cohen of IFC Advisory Limited acted as financial advisor for Zotefoams plc. Zotefoams plc (LSE:ZTF) completed the acquisition of Overseas Konstellation Company, S.A. on November 18, 2025.공고 • Oct 25Zotefoams plc Announces Board and Committee ChangesZotefoams plc announced the appointment of Jack Clarke as an independent Non-Executive Director of the Company and as a member of its Audit, Nomination and Remuneration Committees with effect from 28 October 2025. Jack brings to Zotefoams a wealth of relevant experience drawn from a long and successful executive career in senior strategy and finance roles, most recently, as CFO of Essentra plc, a FTSE global manufacturer of plastic and metal industrial components. Prior to that, he was CFO of Marshalls plc from 2014 until 2021, and between January 2010 and September 2014, he was initially the Strategy Director and then CFO of AMEC (E&I). Jack is a qualified chartered accountant and is currently a Non-Executive Director at FTSE SmallCap company, Capita plc, where he also chairs its Audit & Risk Committee. The Company also announces the retirement from the Board and its Committees of Doug Robertson on 31 December 2025. Jack will assume the role of Audit Committee Chair at this time and Non-Executive Director, Malcolm Swift, will become the Senior Independent Director alongside his existing role as Chair of the Board's Remuneration Committee.공고 • Aug 28Zotefoams plc Appoints Simon Comer as Its First Chief Strategy & Innovation OfficerZotefoams plc announced to strengthen leadership of innovation and strategic projects, the company has appointed Simon Comer as its first Chief Strategy & Innovation Officer, expanding on his previous role as Group Strategy & Delivery Director. In his new role, Simon will oversee the Innovation & Development team, the Results Delivery Office and corporate development, ensuring innovation is aligned with disciplined execution in support of the Group's strategic priorities.공고 • May 22Zotefoams plc Approves Final Dividend for Year Ended 31 December 2024, Payable on 2 June, 2025Zotefoams plc announced that at its Annual General Meeting held on 22 May 2025, the company approved to declare a final dividend for the year ended 31 December 2024 of 5.10 pence per ordinary share, such dividend to be payable on 2 June 2025 to shareholders on the register of members of the Company at the close of business on 2 May 2025.공고 • May 02+ 1 more updateZotefoams plc Announces the Appointment of Nick Wright as an Executive Director, Effective No Later Than October 27, 2025Zotefoams announced the appointment of Nick Wright as an Executive Director, effective no later than October 27, 2025. Nick is an ACA-qualified Chartered Accountant and experienced finance leader with over 20 years of expertise in financial management, transformation, and business leadership across a range of sectors. He began his career at KPMG, where he spent 12 years in audit and advisory roles. He then moved into industry, delivering significant improvements in financial performance and operational efficiency. At e2v plc (later acquired by Teledyne) as Senior Director of Finance and Control, Nick led major restructuring and integration efforts, driving margin improvement, working capital reduction, and investor communications. Following this, he played a key role as Group Financial Controller in transforming the finance function at S4 Capital, a listed digital advertising business, rebuilding its financial infrastructure and controls. Nick brings deep technical expertise, a sharp analytical mindset, and a collaborative leadership style, positioning him strongly to help lead Zotefoams through its next phase of growth. He holds a BA from St Anne's College, Oxford.공고 • Apr 22Zotefoams plc, Annual General Meeting, May 22, 2025Zotefoams plc, Annual General Meeting, May 22, 2025. Location: the registered office of the company, 675 mitcham road, cr9 3al, croydon United Kingdom공고 • Mar 03Zotefoams plc Announces Retirement of Gary McGrathas Group CFOZotefoams plc announced that, Gary McGrath, Group CFO, will retire from his role during 2025. A search process for Gary's successor is underway and the Board will provide an update once this has concluded. Gary will remain in his existing role until 31st October 2025, or longer if required, as part of a managed succession process.공고 • Nov 04Zotefoams plc Provides Earnings Guidance for the Full Year 2024Zotefoams plc provided earnings guidance for the full year 2024. With the exception of T-FIT, which is generally heavily weighted to fourth quarter, the Group has good visibility of confirmed orders across most business units for the remainder of the year. As a consequence, and while the company is remain mindful of the risk of some continued demand volatility in certain sectors, the company expected to deliver significant revenue growth in 2024 over 2023. The Board is confident in the Group's ability to carry positive momentum through the remainder of the year. Based on its current sales forecasts and foreign exchange rates, and subject to there being no material disruption to the business, it expects revenue and adjusted profit before tax to be in line with current market expectations.공고 • Nov 01+ 1 more updateZotefoams plc to Report First Half, 2025 Results on Aug 05, 2025Zotefoams plc announced that they will report first half, 2025 results on Aug 05, 2025공고 • Aug 07Zotefoams plc Approves Interim Dividend, Payable on 7 October 2024Zotefoams plc announced an interim dividend of 2.38 pence per share was approved by the Board of Directors on 5 August 2024 (2023: 2.28 pence per share). It is payable on 7 October 2024 to shareholders who are on the register at 6 September 2024.Buy Or Sell Opportunity • May 24Now 21% undervaluedOver the last 90 days, the stock has risen 45% to UK£5.16. The fair value is estimated to be UK£6.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£4.90, the stock trades at a forward P/E ratio of 22x. Average trailing P/E is 31x in the Chemicals industry in the United Kingdom. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.66 per share.Upcoming Dividend • Apr 25Upcoming dividend of UK£0.049 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.0%).Reported Earnings • Apr 21Full year 2023 earnings released: EPS: UK£0.19 (vs UK£0.21 in FY 2022)Full year 2023 results: EPS: UK£0.19 (down from UK£0.21 in FY 2022). Revenue: UK£127.0m (flat on FY 2022). Net income: UK£9.24m (down 7.6% from FY 2022). Profit margin: 7.3% (down from 7.9% in FY 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공고 • Mar 26+ 1 more updateZotefoams Announce Group CEO SuccessionZotefoams announced the appointment of Ronan Cox as Group CEO Designate. Ronan will join the Company on 2 April 2024 and succeed David Stirling as Group CEO at the conclusion of the 2024 AGM, due to be held on 22 May 2024. Following his stepping down from the Board, David will remain to ensure a smooth transition until 31 October 2024. Ronan has extensive international leadership experience, most recently as President of Performance Materials at Coats Group plc. Ronan is an accomplished executive leader with extensive experience in driving business transformation and growth. Most recently, he served as interim CEO for Lontra, and President, Performance Materials for Coats Group plc. Ronan also built and led the innovation teams across the Coats group with a focus on the transition to sustainable and circular product solutions. Ronan held a number of other executive roles in Coats, which he joined in 1995, including Chief Transformation Officer, Regional CEO EMEA & Americas, Regional CEO South East Asia and Managing Director in several regions, including Europe and North Africa. Ronan has a Bachelor's degree in Information Management and Economics from Queen's University, Belfast and has completed an international Executive Business Programme with INSEAD in France and Singapore.Declared Dividend • Mar 24Final dividend increased to UK£0.049Dividend of UK£0.049 is 6.1% higher than last year. Ex-date: 2nd May 2024 Payment date: 3rd June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£0.19 (vs UK£0.21 in FY 2022)Full year 2023 results: EPS: UK£0.19 (down from UK£0.21 in FY 2022). Revenue: UK£127.0m (flat on FY 2022). Net income: UK£9.24m (down 7.6% from FY 2022). Profit margin: 7.3% (down from 7.9% in FY 2022). Revenue is forecast to grow 7.8% 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 increased by 17% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.New Risk • Feb 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (8.7% average weekly change).New Risk • Jan 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.공고 • Dec 06+ 2 more updatesZotefoams plc, Annual General Meeting, May 22, 2024Zotefoams plc, Annual General Meeting, May 22, 2024.공고 • Nov 07+ 1 more updateZotefoams plc Announces Retirement of David Stirling from the BoardZotefoams plc announced that David Stirling has informed the Board of his intention to retire from his role as Group CEO and from the Board within the next 12 months. David will continue in his post until a successor is appointed andhas committed to remaining available thereafter, to support and advise the business in executing an effective transition in the leadership of the Group. The Board has therefore commenced a formal succession process, supported by global organisational consulting firm Korn Ferry.Buying Opportunity • Oct 06Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£4.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 12% in the next 2 years.Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Lynn Drummond was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측BATS-CHIXE:ZTFL - 애널리스트 향후 추정치 및 과거 재무 데이터 (GBP Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028218242333512/31/2027203211430512/31/20261911992256/30/2026176241528N/A3/31/2026167241832N/A12/31/2025158232135N/A9/30/2025156122034N/A6/30/202515411832N/A3/31/2025151-11529N/A12/31/2024148-31125N/A9/30/20241414417N/A6/30/202413310-410N/A3/31/202413010-29N/A12/31/20231279-18N/A9/30/202313010714N/A6/30/2023133111420N/A3/31/2023130111421N/A12/31/2022127101421N/A9/30/20221208916N/A6/30/20221126411N/A3/31/20221065411N/A12/31/20211014411N/A9/30/2021986311N/A6/30/2021968110N/A3/31/2021898011N/A12/31/2020837-211N/A9/30/2020787-611N/A6/30/2020736-1111N/A3/31/2020777N/A10N/A12/31/2019818N/A9N/A9/30/2019838N/A10N/A6/30/2019858N/A10N/A3/31/2019838N/A7N/A12/31/2018818N/A4N/A9/30/2018788N/A3N/A6/30/2018747N/A2N/A3/31/2018727N/A5N/A12/31/2017706N/A9N/A9/30/2017676N/A8N/A6/30/2017646N/A7N/A3/31/2017616N/A6N/A12/31/2016576N/A5N/A9/30/2016565N/A6N/A6/30/2016545N/A7N/A3/31/2016545N/A7N/A12/31/2015545N/A8N/A9/30/2015525N/A7N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ZTFL 의 연간 예상 수익 증가율(1.8%)이 saving rate(3.6%) 미만입니다.수익 vs 시장: ZTFL 의 연간 수익(1.8%)이 UK 시장(11.6%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: ZTFL 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ZTFL 의 수익(연간 7.9%)이 UK 시장(연간 4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: ZTFL 의 수익(연간 7.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ZTFL의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/10 11:05종가2026/08/07 00:00수익2026/06/30연간 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스Zotefoams plc는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Andrew SimmsBerenbergTom CastleBerenbergAlexander BrooksCanaccord Genuity4명의 분석가 더 보기
공고 • Jan 22Zotefoams plc Provides Unaudited Earnings Guidance for the Financial Year Ended 31 December 2025Zotefoams plc provided unaudited earnings guidance for the financial year ended 31 December 2025. For the year, the company expects full year revenue of £158.5 million (2024: £147.8 million). This is slightly ahead of market expectations and represents strong year-on-year growth (+7.2%).
공고 • Nov 04Zotefoams plc Provides Earnings Guidance for the Full Year 2024Zotefoams plc provided earnings guidance for the full year 2024. With the exception of T-FIT, which is generally heavily weighted to fourth quarter, the Group has good visibility of confirmed orders across most business units for the remainder of the year. As a consequence, and while the company is remain mindful of the risk of some continued demand volatility in certain sectors, the company expected to deliver significant revenue growth in 2024 over 2023. The Board is confident in the Group's ability to carry positive momentum through the remainder of the year. Based on its current sales forecasts and foreign exchange rates, and subject to there being no material disruption to the business, it expects revenue and adjusted profit before tax to be in line with current market expectations.
Declared Dividend • Aug 07First half dividend increased to UK£0.026Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 3rd September 2026 Payment date: 5th October 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.8% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range.
공고 • Aug 06Zotefoams plc Approves Interim Dividend for the Six Months Ended 30 June 2026, Payable on 5 October 2026Zotefoams plc has approved an interim dividend of 2.63 pence per share for the six months ended 30 June 2026(HY 2025: 2.50 pence per share), an increase of 5.2%. The interim dividend will be paid on 5 October 2026 to shareholders on the Company's register at the close of business on 4 September 2026.
공고 • Jul 22Zotefoams plc to Report First Half, 2026 Results on Aug 05, 2026Zotefoams plc announced that they will report first half, 2026 results on Aug 05, 2026
공고 • May 03Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026.
공고 • Apr 29Zotefoams plc, Annual General Meeting, May 27, 2026Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United Kingdom
공고 • Jan 22Zotefoams plc Provides Unaudited Earnings Guidance for the Financial Year Ended 31 December 2025Zotefoams plc provided unaudited earnings guidance for the financial year ended 31 December 2025. For the year, the company expects full year revenue of £158.5 million (2024: £147.8 million). This is slightly ahead of market expectations and represents strong year-on-year growth (+7.2%).
공고 • Nov 20Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million.Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million on November 18, 2025. An upfront cash consideration of €27.6 million, plus a deferred element of up to €8.4 million based on Overseas Konstellation Company's financial performance in 2026. The total consideration will be funded from Zotefoams existing financial resources. Following completion of the Acquisition, OKC will continue to operate from its existing facilities in Burgos and Anglesola, Spain. The current leadership team will remain in place for at least 12 months to ensure continuity for customers, employees, and partners. The transaction reflects TEV/EBITDA multiple of 7x. For the period ending December 31, 2024, Overseas Konstellation Company, S.A. reported EBITDA of €5.3 million and revenue of €30.1 million. Graham Herring, Tim Metcalfe and Zach Cohen of IFC Advisory Limited acted as financial advisor for Zotefoams plc. Zotefoams plc (LSE:ZTF) completed the acquisition of Overseas Konstellation Company, S.A. on November 18, 2025.
공고 • Oct 25Zotefoams plc Announces Board and Committee ChangesZotefoams plc announced the appointment of Jack Clarke as an independent Non-Executive Director of the Company and as a member of its Audit, Nomination and Remuneration Committees with effect from 28 October 2025. Jack brings to Zotefoams a wealth of relevant experience drawn from a long and successful executive career in senior strategy and finance roles, most recently, as CFO of Essentra plc, a FTSE global manufacturer of plastic and metal industrial components. Prior to that, he was CFO of Marshalls plc from 2014 until 2021, and between January 2010 and September 2014, he was initially the Strategy Director and then CFO of AMEC (E&I). Jack is a qualified chartered accountant and is currently a Non-Executive Director at FTSE SmallCap company, Capita plc, where he also chairs its Audit & Risk Committee. The Company also announces the retirement from the Board and its Committees of Doug Robertson on 31 December 2025. Jack will assume the role of Audit Committee Chair at this time and Non-Executive Director, Malcolm Swift, will become the Senior Independent Director alongside his existing role as Chair of the Board's Remuneration Committee.
공고 • Aug 28Zotefoams plc Appoints Simon Comer as Its First Chief Strategy & Innovation OfficerZotefoams plc announced to strengthen leadership of innovation and strategic projects, the company has appointed Simon Comer as its first Chief Strategy & Innovation Officer, expanding on his previous role as Group Strategy & Delivery Director. In his new role, Simon will oversee the Innovation & Development team, the Results Delivery Office and corporate development, ensuring innovation is aligned with disciplined execution in support of the Group's strategic priorities.
공고 • May 22Zotefoams plc Approves Final Dividend for Year Ended 31 December 2024, Payable on 2 June, 2025Zotefoams plc announced that at its Annual General Meeting held on 22 May 2025, the company approved to declare a final dividend for the year ended 31 December 2024 of 5.10 pence per ordinary share, such dividend to be payable on 2 June 2025 to shareholders on the register of members of the Company at the close of business on 2 May 2025.
공고 • May 02+ 1 more updateZotefoams plc Announces the Appointment of Nick Wright as an Executive Director, Effective No Later Than October 27, 2025Zotefoams announced the appointment of Nick Wright as an Executive Director, effective no later than October 27, 2025. Nick is an ACA-qualified Chartered Accountant and experienced finance leader with over 20 years of expertise in financial management, transformation, and business leadership across a range of sectors. He began his career at KPMG, where he spent 12 years in audit and advisory roles. He then moved into industry, delivering significant improvements in financial performance and operational efficiency. At e2v plc (later acquired by Teledyne) as Senior Director of Finance and Control, Nick led major restructuring and integration efforts, driving margin improvement, working capital reduction, and investor communications. Following this, he played a key role as Group Financial Controller in transforming the finance function at S4 Capital, a listed digital advertising business, rebuilding its financial infrastructure and controls. Nick brings deep technical expertise, a sharp analytical mindset, and a collaborative leadership style, positioning him strongly to help lead Zotefoams through its next phase of growth. He holds a BA from St Anne's College, Oxford.
공고 • Apr 22Zotefoams plc, Annual General Meeting, May 22, 2025Zotefoams plc, Annual General Meeting, May 22, 2025. Location: the registered office of the company, 675 mitcham road, cr9 3al, croydon United Kingdom
공고 • Mar 03Zotefoams plc Announces Retirement of Gary McGrathas Group CFOZotefoams plc announced that, Gary McGrath, Group CFO, will retire from his role during 2025. A search process for Gary's successor is underway and the Board will provide an update once this has concluded. Gary will remain in his existing role until 31st October 2025, or longer if required, as part of a managed succession process.
공고 • Nov 04Zotefoams plc Provides Earnings Guidance for the Full Year 2024Zotefoams plc provided earnings guidance for the full year 2024. With the exception of T-FIT, which is generally heavily weighted to fourth quarter, the Group has good visibility of confirmed orders across most business units for the remainder of the year. As a consequence, and while the company is remain mindful of the risk of some continued demand volatility in certain sectors, the company expected to deliver significant revenue growth in 2024 over 2023. The Board is confident in the Group's ability to carry positive momentum through the remainder of the year. Based on its current sales forecasts and foreign exchange rates, and subject to there being no material disruption to the business, it expects revenue and adjusted profit before tax to be in line with current market expectations.
공고 • Nov 01+ 1 more updateZotefoams plc to Report First Half, 2025 Results on Aug 05, 2025Zotefoams plc announced that they will report first half, 2025 results on Aug 05, 2025
공고 • Aug 07Zotefoams plc Approves Interim Dividend, Payable on 7 October 2024Zotefoams plc announced an interim dividend of 2.38 pence per share was approved by the Board of Directors on 5 August 2024 (2023: 2.28 pence per share). It is payable on 7 October 2024 to shareholders who are on the register at 6 September 2024.
Buy Or Sell Opportunity • May 24Now 21% undervaluedOver the last 90 days, the stock has risen 45% to UK£5.16. The fair value is estimated to be UK£6.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to UK£4.90, the stock trades at a forward P/E ratio of 22x. Average trailing P/E is 31x in the Chemicals industry in the United Kingdom. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.66 per share.
Upcoming Dividend • Apr 25Upcoming dividend of UK£0.049 per shareEligible shareholders must have bought the stock before 02 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.0%).
Reported Earnings • Apr 21Full year 2023 earnings released: EPS: UK£0.19 (vs UK£0.21 in FY 2022)Full year 2023 results: EPS: UK£0.19 (down from UK£0.21 in FY 2022). Revenue: UK£127.0m (flat on FY 2022). Net income: UK£9.24m (down 7.6% from FY 2022). Profit margin: 7.3% (down from 7.9% in FY 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공고 • Mar 26+ 1 more updateZotefoams Announce Group CEO SuccessionZotefoams announced the appointment of Ronan Cox as Group CEO Designate. Ronan will join the Company on 2 April 2024 and succeed David Stirling as Group CEO at the conclusion of the 2024 AGM, due to be held on 22 May 2024. Following his stepping down from the Board, David will remain to ensure a smooth transition until 31 October 2024. Ronan has extensive international leadership experience, most recently as President of Performance Materials at Coats Group plc. Ronan is an accomplished executive leader with extensive experience in driving business transformation and growth. Most recently, he served as interim CEO for Lontra, and President, Performance Materials for Coats Group plc. Ronan also built and led the innovation teams across the Coats group with a focus on the transition to sustainable and circular product solutions. Ronan held a number of other executive roles in Coats, which he joined in 1995, including Chief Transformation Officer, Regional CEO EMEA & Americas, Regional CEO South East Asia and Managing Director in several regions, including Europe and North Africa. Ronan has a Bachelor's degree in Information Management and Economics from Queen's University, Belfast and has completed an international Executive Business Programme with INSEAD in France and Singapore.
Declared Dividend • Mar 24Final dividend increased to UK£0.049Dividend of UK£0.049 is 6.1% higher than last year. Ex-date: 2nd May 2024 Payment date: 3rd June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 20Full year 2023 earnings released: EPS: UK£0.19 (vs UK£0.21 in FY 2022)Full year 2023 results: EPS: UK£0.19 (down from UK£0.21 in FY 2022). Revenue: UK£127.0m (flat on FY 2022). Net income: UK£9.24m (down 7.6% from FY 2022). Profit margin: 7.3% (down from 7.9% in FY 2022). Revenue is forecast to grow 7.8% 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 increased by 17% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
New Risk • Feb 24New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (8.7% average weekly change).
New Risk • Jan 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
공고 • Dec 06+ 2 more updatesZotefoams plc, Annual General Meeting, May 22, 2024Zotefoams plc, Annual General Meeting, May 22, 2024.
공고 • Nov 07+ 1 more updateZotefoams plc Announces Retirement of David Stirling from the BoardZotefoams plc announced that David Stirling has informed the Board of his intention to retire from his role as Group CEO and from the Board within the next 12 months. David will continue in his post until a successor is appointed andhas committed to remaining available thereafter, to support and advise the business in executing an effective transition in the leadership of the Group. The Board has therefore commenced a formal succession process, supported by global organisational consulting firm Korn Ferry.
Buying Opportunity • Oct 06Now 20% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be UK£4.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 12% in the next 2 years.
Board Change • Oct 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Lynn Drummond was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.