View Future GrowthSynthomer 과거 순이익 실적과거 기준 점검 0/6Synthomer 의 수입은 연평균 -56.3%의 비율로 감소해 온 반면, Chemicals 산업은 연평균 3%의 비율로 증가했습니다. 매출은 연평균 2.3%의 비율로 감소해 왔습니다.핵심 정보-56.35%순이익 성장률-58.32%주당순이익(EPS) 성장률Chemicals 산업 성장률4.35%매출 성장률-2.25%자기자본이익률-16.41%순이익률-8.64%최근 순이익 업데이트31 Dec 2025최근 과거 실적 업데이트Reported Earnings • May 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: UK£0.92 loss per share (further deteriorated from UK£0.43 loss in FY 2024). Revenue: UK£1.74b (down 13% from FY 2024). Net loss: UK£150.2m (loss widened 115% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 167%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.2% decline forecast for the Chemicals industry in the United Kingdom.공시 • Apr 11Synthomer plc to Report Fiscal Year 2025 Results on Apr 30, 2026Synthomer plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Apr 30, 2026Reported Earnings • Aug 07First half 2025 earnings released: UK£0.22 loss per share (vs UK£0.18 loss in 1H 2024)First half 2025 results: UK£0.22 loss per share (further deteriorated from UK£0.18 loss in 1H 2024). Revenue: UK£925.2m (down 12% from 1H 2024). Net loss: UK£35.9m (loss widened 23% from 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom.공시 • May 01Synthomer plc to Report First Half, 2025 Results on Aug 05, 2025Synthomer plc announced that they will report first half, 2025 results on Aug 05, 2025Reported Earnings • Mar 11Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: UK£0.43 loss per share (improved from UK£1.20 loss in FY 2023). Revenue: UK£1.99b (flat on FY 2023). Net loss: UK£70.0m (loss narrowed 32% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.공시 • Oct 31Synthomer plc to Report Fiscal Year 2024 Results on Mar 11, 2025Synthomer plc announced that they will report fiscal year 2024 results on Mar 11, 2025모든 업데이트 보기Recent updatesPrice Target Changed • May 19Price target increased by 12% to UK£1.43Up from UK£1.27, the current price target is an average from 7 analysts. New target price is 35% above last closing price of UK£1.05. Stock is up 2.9% over the past year. The company is forecast to post a net loss per share of UK£0.025 next year compared to a net loss per share of UK£0.92 last year.Major Estimate Revision • May 13Consensus estimates of losses per share improve by 91%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from UK£1.82b to UK£1.92b. EPS estimate increased from -UK£0.292 per share to -UK£0.025 per share. Chemicals industry in the United Kingdom expected to see average net income growth of 48% next year. Consensus price target up from UK£1.27 to UK£1.32. Share price rose 16% to UK£1.02 over the past week.내러티브 업데이트 • May 04SYNT: Bio-Based Shift Will Face Margin And Leadership Risks AheadAnalysts have kept their Synthomer fair value target steady at £0.59. This reflects a view that a shift from a previous revenue contraction of 32.37% to expected growth of 2.61%, together with a slightly lower projected profit margin of 9.99%, leaves the overall valuation framework broadly unchanged.Reported Earnings • May 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: UK£0.92 loss per share (further deteriorated from UK£0.43 loss in FY 2024). Revenue: UK£1.74b (down 13% from FY 2024). Net loss: UK£150.2m (loss widened 115% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 167%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.2% decline forecast for the Chemicals industry in the United Kingdom.내러티브 업데이트 • Apr 20SYNT: Cost Actions And Bio-Based Shift Will Support Future Margin StabilityAnalysts have slightly reduced their price expectations for Synthomer, reflecting updated assumptions for a less pronounced revenue decline, a small reduction in forecast profit margins, and a modest adjustment to future P/E. Taken together, these changes leave their fair value estimate unchanged at £0.59 per share.공시 • Apr 11Synthomer plc to Report Fiscal Year 2025 Results on Apr 30, 2026Synthomer plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Apr 30, 2026내러티브 업데이트 • Apr 06SYNT: Cost Cuts And Bio Based Shift Will Support Future UpsideAnalysts have nudged their price target on Synthomer slightly, reflecting modest tweaks to assumptions around discount rate, profit margin and future P/E, while keeping the underlying fair value estimate broadly unchanged at £1.27. What's in the News Godavari Biorefineries Limited entered a partnership with Synthomer to develop bio-based alternatives to existing fossil-based monomers, targeting growing customer demand for lower carbon and more sustainable materials (Key Developments).내러티브 업데이트 • Mar 23SYNT: Cost Actions And Bio-Based Partnership Will Support Future Margin ResilienceAnalysts have adjusted their Synthomer price targets slightly to reflect updated views on revenue contraction, slightly higher profit margins, and a modestly lower future P/E, resulting in a revised fair value estimate of £0.59 per share. What's in the News Synthomer entered a partnership with Godavari Biorefineries Limited to develop bio-based alternatives to existing fossil-based monomers.내러티브 업데이트 • Mar 09SYNT: Cost Actions And Bio Based Shift Will Support Earnings RecoveryAnalysts have trimmed their price target on Synthomer from £1.34 to about £1.27, citing updated assumptions on revenue growth, profit margins and future P/E multiples as they reassess the balance of risk and reward. What's in the News Godavari Biorefineries Limited partnered with Synthomer to develop bio-based alternatives to existing fossil-based monomers, including commercialisation of bio-based butyl acrylate using bio-based butanol from GBL, aimed at supporting customer demand for lower carbon materials (Key Developments).내러티브 업데이트 • Feb 22SYNT: Cost Actions And Bio-Based Shift Will Support Future Margin ResilienceAnalysts have nudged their price target on Synthomer higher to £0.59. This reflects updated assumptions around slightly less severe revenue contraction and broadly unchanged profit margins and P/E expectations.New Risk • Feb 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 16% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.6% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Market cap is less than US$100m (UK£48.5m market cap, or US$66.2m).내러티브 업데이트 • Feb 08SYNT: Cost Actions And Margin Resilience Will Support A Stable Fair Value ViewAnalysts have nudged their fair value estimate for Synthomer to £0.59 from £0.55, citing revised assumptions around revenue growth, profit margins and future P/E as the key drivers of the updated price target. What's in the News Synthomer issued earnings guidance for the twelve months to 31 December 2025, with expected 2025 revenue of around £1.74b compared with £1.93b for 2024, described as in line with market expectations (Key Developments).공시 • Jan 29Synthomer plc Provides Earnings Guidance for the Twelve Months to 31 December 2025Synthomer plc provided earnings guidance for the twelve months to 31 December 2025. Company expect to report 2025 revenue of c.£1.74 billion (2024: £1.93bn), in line with market expectations. The continued focus on strong operational execution, together with expanded 'self-help' cost reduction programmes, have enabled to mitigate the impact of softer end-market demand since global tariff changes were announced at the start of Second Quarter and deliver resilient earnings and an increased EBITDA margin.내러티브 업데이트 • Jan 24SYNT: Earnings Prospects Will Stabilise As Fair Value View Remains IntactAnalysts have adjusted their price targets on Synthomer, reflecting revised assumptions around revenue growth, profit margins and future P/E multiples. Together, these changes point to a recalibrated view of the company’s earnings potential within an unchanged fair value estimate of £0.55 per share.내러티브 업데이트 • Jan 10SYNT: Self Help And 2026 Outlook Will Support Earnings RecoveryAnalysts have trimmed their price expectations for Synthomer, with a lower fair value estimate and a reduced Street target to £1.02 from £1.12. This reflects updated views on revenue growth and earnings multiples while maintaining a broadly neutral stance on the shares.내러티브 업데이트 • Dec 24SYNT Will Face Mounting Pressure As Earnings Recovery Outlook DeterioratesThe analyst price target for Synthomer has been reduced to £1.02 per share from £1.12, as analysts factor in slower revenue growth assumptions, despite slightly higher profit margin expectations and a marginally increased discount rate. Analyst Commentary Recent research updates highlight a cautious stance from bearish analysts, who have progressively lowered their price targets on Synthomer as they reassess the company’s growth trajectory and risk profile.공시 • Dec 13Synthomer PLC Announces Board and Committee ChangesSynthomer PLC announced a number of changes to the Board. As previously announced, Ian Tyler and Roberto Gualdoni have now stepped down as independent Non-Executive Directors from the Synthomer Board as planned. Independent Non-Executive Director Janet Ashdown succeeds Ian as Senior Independent Director, and Independent Non-Executive Director Jonathan Silver, who has recent and relevant financial experience for the purposes of the UK Corporate Governance Code, succeeds Ian as Chair of the Audit Committee.내러티브 업데이트 • Dec 10SYNT: Self-Help Actions Will Drive Earnings Recovery Despite Neutral Market SentimentAnalysts have trimmed their price target on Synthomer slightly. This reflects a modest recalibration in fair value to approximately £1.34 per share following a series of recent target cuts that have reset expectations for the stock.내러티브 업데이트 • Nov 26SYNT: Full-Year Self-Help Actions Will Drive Earnings Recovery MomentumAnalysts have revised their price target for Synthomer downward from GBp 112 to GBp 102. This change is attributed to adjustments to future valuation metrics and an updated earnings outlook.내러티브 업데이트 • Nov 07SYNT: Future Gains Are Expected As End Markets Gradually StabilizeSynthomer's analyst price target has been reduced from 112 GBp to 102 GBp. Analysts cite persistent end-market challenges and limited near-term prospects for earnings recovery as key factors behind the downward revision. Analyst Commentary Recent analyst coverage reflects a spectrum of perspectives regarding Synthomer's outlook, shaped by evolving market dynamics and the company's updated financial guidance.Major Estimate Revision • Oct 24Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -UK£0.336 to -UK£0.377 per share. Revenue forecast unchanged at UK£1.82b. Chemicals industry in the United Kingdom expected to see average net income growth of 1.1% next year. Consensus price target down from UK£1.43 to UK£1.38. Share price was steady at UK£0.58 over the past week.공시 • Oct 24Synthomer plc Provides Earnings Guidance for the Year 2026Synthomer plc provided earnings guidance for the year 2026. As company begin to look to 2026, company anticipate progress in Group earnings and cash generation as a result of full year contributions from self-help actions and product investments.내러티브 업데이트 • Oct 24Future Earnings And Recovery Prospects Will Remain Under Pressure Amid Market ChallengesSynthomer's fair value estimate has been revised downward from £1.54 to £1.38 per share. Analysts cite ongoing challenges in end markets and modest growth prospects following the company's recent interim results.Price Target Changed • Oct 09Price target decreased by 8.9% to UK£1.43Down from UK£1.57, the current price target is an average from 8 analysts. New target price is 113% above last closing price of UK£0.67. Stock is down 63% over the past year. The company is forecast to post a net loss per share of UK£0.34 next year compared to a net loss per share of UK£0.43 last year.Price Target Changed • Aug 18Price target decreased by 8.5% to UK£1.54Down from UK£1.68, the current price target is an average from 8 analysts. New target price is 135% above last closing price of UK£0.66. Stock is down 72% over the past year. The company is forecast to post a net loss per share of UK£0.31 next year compared to a net loss per share of UK£0.43 last year.분석 기사 • Aug 09UK£1.57: That's What Analysts Think Synthomer plc (LON:SYNT) Is Worth After Its Latest ResultsThere's been a major selloff in Synthomer plc ( LON:SYNT ) shares in the week since it released its half-year report...Reported Earnings • Aug 07First half 2025 earnings released: UK£0.22 loss per share (vs UK£0.18 loss in 1H 2024)First half 2025 results: UK£0.22 loss per share (further deteriorated from UK£0.18 loss in 1H 2024). Revenue: UK£925.2m (down 12% from 1H 2024). Net loss: UK£35.9m (loss widened 23% from 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom.내러티브 업데이트 • Aug 07Sustainable Specialty Polymers Will Unlock New Global OpportunitiesDespite a notable upgrade in revenue growth forecasts and a reduction in the forward P/E, Synthomer's consensus analyst price target has been revised down from £1.71 to £1.57. Valuation Changes Summary of Valuation Changes for Synthomer The Consensus Analyst Price Target has fallen from £1.71 to £1.57.Price Target Changed • Aug 07Price target decreased by 8.4% to UK£1.57Down from UK£1.71, the current price target is an average from 8 analysts. New target price is 144% above last closing price of UK£0.64. Stock is down 73% over the past year. The company is forecast to post a net loss per share of UK£0.31 next year compared to a net loss per share of UK£0.43 last year.Major Estimate Revision • Aug 06Consensus EPS estimates fall by 53%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from UK£1.98b to UK£1.88b. Losses expected to increase from UK£0.23 per share to UK£0.34. Chemicals industry in the United Kingdom expected to see average net income growth of 28% next year. Consensus price target down from UK£1.71 to UK£1.62. Share price fell 25% to UK£0.63 over the past week.Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jonathan Silver was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Jun 30Synthomer plc Announces Board and Committee ChangesSynthomer plc announced the appointment of two independent non-executive directors, Janet Ashdown and Jonathan Silver, who will join the Board on 1 July 2025. Janet Ashdown has significant experience of general management primarily in the process and chemicals industries, as well as environmental and sustainability matters, and has chaired corporate remuneration committees for more than 10 years. Janet had a 30-year executive career at BP plc until 2010, running the UK retail and commercial fuel business in her last role there. She then became chief executive of Harvest Energy, until 2013. Janet is currently a non-executive director and remuneration committee chair at Victrex plc, a non-executive director and chair of the remuneration and corporate sustainability committees at RHI Magnesita plc and a non-executive director of Stolt-Nielsen plc. She has previously served as a non-executive director and remuneration committee chair of Marshalls plc and SIG plc, and as senior independent director and chair of committees including for health, safety, security and sustainability of the Nuclear Decommissioning Authority, a UK Government arm's length body. Janet holds a BSc in Energy Engineering from the University of Swansea. Janet will join the Synthomer Board's audit, remuneration and nomination committees on appointment and will succeed Holly Van Deursen as Chair of the Remuneration Committee in late 2026. Jonathan Silver has significant international experience in finance and accounting, risk and controls, treasury, investment management and mergers and acquisitions, having served in a variety of senior roles culminating in chief financial officer during his 30-year executive career to 2015 at Laird plc. Prior to this Jonathan held finance roles at the pharmaceutical and agrichemicals group Fisons plc. Jonathan is currently non-executive director, senior independent director and audit committee chair at Spirent Communications plc. Jonathan also serves as a non-executive director and audit committee chair at Baillie Gifford China Growth Trust plc and at Henderson High Income Trust plc, and previously served in the same roles at Invesco Income Growth Trust plc. He is a Chartered Accountant and a member of the Institute of Chartered Accountants of Scotland. Jonathan holds a BA in Business from the University of Strathclyde. Jonathan will join the Synthomer Board's audit, remuneration and nomination committees on appointment and will succeed Ian Tyler as Chair of the Audit Committee later this year. Further to the announcement of 5 March 2025, Ian Tyler will step down from the Board of Synthomer and his roles as Senior Independent Non-executive Director and Audit Committee Chair in December 2025.Price Target Changed • Jun 19Price target decreased by 7.6% to UK£1.71Down from UK£1.85, the current price target is an average from 8 analysts. New target price is 57% above last closing price of UK£1.09. Stock is down 57% over the past year. The company is forecast to post a net loss per share of UK£0.22 next year compared to a net loss per share of UK£0.43 last year.공시 • Jun 03H2 Equity Partners Limited and the management of William Blythe Limited completed the acquisition of William Blythe Limited from Synthomer plc (LSE:SYNT).H2 Equity Partners Limited and the management of William Blythe Limited agreed to acquire William Blythe Limited from Synthomer plc (LSE:SYNT) for £30 million on May 6, 2025. A cash consideration of £30 million will be paid by H2 Equity Partners Limited and the management. As part of consideration, £30 million is paid towards common equity of William Blythe Limited. The existing leadership team of Kevin Hudson, Mike Butler and David Crossley will continue to the run William Blythe . For the period ending December 31, 2024, William Blythe Limited reported total revenue of £54 million and EBITDA of £4 million. The transaction is conditional on certain customary closing conditions, is expected to complete at the end of May 2025, and the net proceeds will be used to reduce Synthomer net debt. Squire Patton Boggs acted as legal advisors for H2 Equity Partners Limited. Management were supported by Addleshaw Goddard and Park Place. H2 Equity Partners Limited and the management of William Blythe Limited completed the acquisition of William Blythe Limited from Synthomer plc (LSE:SYNT) on June 2, 2025. The final net cash proceeds of the divestment that were received at completion amount to £25 million after adjustments for working capital, debt and debt-like items, and will be used to reduce the Synthomer plc debt. Chris Carlisle, Daniel Barley of Opus Corporate Finance LLP act as financial advisor for Synthomer plc.Price Target Changed • May 07Price target decreased by 8.7% to UK£1.72Down from UK£1.89, the current price target is an average from 9 analysts. New target price is 97% above last closing price of UK£0.87. Stock is down 69% over the past year. The company is forecast to post a net loss per share of UK£0.21 next year compared to a net loss per share of UK£0.43 last year.공시 • May 06H2 Equity Partners Limited and the management of William Blythe Limited agreed to acquire William Blythe Limited from Synthomer plc (LSE:SYNT) for £30 million.H2 Equity Partners Limited and the management of William Blythe Limited agreed to acquire William Blythe Limited from Synthomer plc (LSE:SYNT) for £30 million on May 6, 2025. A cash consideration of £30 million will be paid by H2 Equity Partners Limited and the management. As part of consideration, £30 million is paid towards common equity of William Blythe Limited. For the period ending December 31, 2024, William Blythe Limited reported total revenue of £54 million and EBITDA of £4 million. The transaction is conditional on certain customary closing conditions, is expected to complete at the end of May 2025, and the net proceeds will be used to reduce Synthomer net debt.Price Target Changed • May 02Price target decreased by 10% to UK£1.76Down from UK£1.96, the current price target is an average from 9 analysts. New target price is 89% above last closing price of UK£0.93. Stock is down 67% over the past year. The company is forecast to post a net loss per share of UK£0.20 next year compared to a net loss per share of UK£0.43 last year.공시 • May 01Synthomer plc to Report First Half, 2025 Results on Aug 05, 2025Synthomer plc announced that they will report first half, 2025 results on Aug 05, 2025New Risk • Apr 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.9% average weekly change).Price Target Changed • Apr 03Price target decreased by 8.6% to UK£1.96Down from UK£2.14, the current price target is an average from 9 analysts. New target price is 98% above last closing price of UK£0.99. Stock is down 62% over the past year. The company is forecast to post a net loss per share of UK£0.17 next year compared to a net loss per share of UK£0.43 last year.새로운 내러티브 • Mar 31Chemical Realignment And Adhesives Expansion Will Build A Resilient Future Shift to high-margin specialty chemicals and divestment of non-core operations are expected to enhance profitability. Recent Insider Transactions • Mar 31CEO & Executive Director recently bought UK£57k worth of stockOn the 27th of March, Michael Willome bought around 47k shares on-market at roughly UK£1.21 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth UK£83k. Michael has been a buyer over the last 12 months, purchasing a net total of UK£140k worth in shares.공시 • Mar 26Synthomer plc, Annual General Meeting, May 01, 2025Synthomer plc, Annual General Meeting, May 01, 2025. Location: the offices of the company, 45 pall mall, sw1y 5jg, london United KingdomRecent Insider Transactions • Mar 19CEO & Executive Director recently bought UK£83k worth of stockOn the 14th of March, Michael Willome bought around 70k shares on-market at roughly UK£1.18 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of UK£195k worth in shares.Major Estimate Revision • Mar 18Consensus EPS estimates upgraded to UK£0.19 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -UK£0.21 to -UK£0.186 per share. Revenue forecast steady at UK£2.05b. Chemicals industry in the United Kingdom expected to see average net income growth of 28% next year. Consensus price target down from UK£2.35 to UK£2.14. Share price fell 11% to UK£1.23 over the past week.Price Target Changed • Mar 17Price target decreased by 8.9% to UK£2.14Down from UK£2.35, the current price target is an average from 10 analysts. New target price is 80% above last closing price of UK£1.19. Stock is down 48% over the past year. The company is forecast to post a net loss per share of UK£0.19 next year compared to a net loss per share of UK£0.43 last year.Reported Earnings • Mar 11Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: UK£0.43 loss per share (improved from UK£1.20 loss in FY 2023). Revenue: UK£1.99b (flat on FY 2023). Net loss: UK£70.0m (loss narrowed 32% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.New Risk • Feb 06New 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 7.3% 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.9% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).공시 • Jan 28Synthomer plc Provides Earnings Guidance for the Year Ended December 31, 2024Synthomer plc provided earnings guidance for the year ended December 31, 2024. The company expects to report 2024 revenue of c. £2.0 billion (2023: £1,940.6 million) and EBITDA in the range of £145-148 million for the continuing Group (2023: £137.4m), in line with expectations. Continuing Group volume improved further in H2, albeit at a slower rate than in the first half, reflecting mixed end-market demand trends over the period. Within this, volume growth in Fourth Quarter improved relative to Q3, led by the nitrile latex for gloves business in the Health & Protection and Performance Materials (HPPM) division and construction markets within the Coatings & Construction Solutions (CCS) division. The Group also delivered a strong gross margin performance in Q4, reflecting good progress on multi-year cost-saving and reliability improvement programmes, as well as the ongoing strategic re-allocation of capital and other resources towards the higher margin, more resilient speciality solutions within portfolio.Price Target Changed • Jan 21Price target decreased by 8.8% to UK£2.35Down from UK£2.58, the current price target is an average from 10 analysts. New target price is 72% above last closing price of UK£1.37. Stock is up 2.5% over the past year. The company is forecast to post a net loss per share of UK£0.48 next year compared to a net loss per share of UK£1.20 last year.분석 기사 • Jan 08Investors Aren't Entirely Convinced By Synthomer plc's (LON:SYNT) RevenuesSynthomer plc's ( LON:SYNT ) price-to-sales (or "P/S") ratio of 0.1x might make it look like a buy right now compared...공시 • Jan 02Synthomer plc Announces Chair SuccessionSynthomer plc notes that, as previously announced, Caroline Johnstone stood down as a non-executive and chair of the company, with Peter Hill succeeding her as chair, on 1 January 2025.Major Estimate Revision • Nov 05Consensus EPS estimates upgraded to UK£0.36 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -UK£0.453 to -UK£0.356 per share. Revenue forecast steady at UK£1.97b. Chemicals industry in the United Kingdom expected to see average net income growth of 49% next year. Consensus price target down from UK£2.79 to UK£2.64. Share price rose 6.3% to UK£1.82 over the past week.Major Estimate Revision • Nov 03Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.453 to -UK£0.501 per share. Revenue forecast unchanged at UK£1.97b. Chemicals industry in the United Kingdom expected to see average net income growth of 50% next year. Consensus price target down from UK£2.79 to UK£2.67. Share price rose 5.7% to UK£1.86 over the past week.공시 • Oct 31Synthomer plc to Report Fiscal Year 2024 Results on Mar 11, 2025Synthomer plc announced that they will report fiscal year 2024 results on Mar 11, 2025분석 기사 • Oct 05Synthomer plc (LON:SYNT) Screens Well But There Might Be A CatchYou may think that with a price-to-sales (or "P/S") ratio of 0.2x Synthomer plc ( LON:SYNT ) is a stock worth checking...Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Peter Hill was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • Aug 20Consensus EPS estimates fall by 199%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.171 to -UK£0.512 per share. Revenue forecast unchanged at UK£1.99b. Chemicals industry in the United Kingdom expected to see average net income growth of 49% next year. Consensus price target down from UK£3.07 to UK£3.00. Share price was steady at UK£2.33 over the past week.Reported Earnings • Aug 15First half 2024 earnings released: UK£0.18 loss per share (vs UK£2.08 loss in 1H 2023)First half 2024 results: UK£0.18 loss per share (improved from UK£2.08 loss in 1H 2023). Revenue: UK£1.05b (flat on 1H 2023). Net loss: UK£29.3m (loss narrowed 40% from 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.8% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.분석 기사 • Aug 03Calculating The Intrinsic Value Of Synthomer plc (LON:SYNT)Key Insights Using the 2 Stage Free Cash Flow to Equity, Synthomer fair value estimate is UK£2.63 With UK£2.46 share...공시 • Jul 18Synthomer plc Announces Board ChangesSynthomer plc announced the appointment of Peter Hill CBE as an independent non-executive director and chair designate with effect from 1 September 2024. Following an induction and handover period, Caroline Johnstone will stand down from the board, with Peter succeeding her as chair, on 1 January 2025. Peter brings to Synthomer strong public company governance and international manufacturing experience in a range of industries. Peter has served as non-executive chair of Keller Group plc since 2016, a role from which he will step down during the first half of 2025, having served approximately nine years. Previously Peter was non-executive chair of Petra Diamonds Limited (2020-2023), Volution Group plc (2014-2020), Imagination Technologies plc (February 2017 until its sale in September 2017) and the speciality chemicals company Alent plc (2012-2015). He is currently non-executive chair of The Nuclear Decommissioning Authority, a UK Government arm's length body sponsored by the Department for Energy Security and Net Zero. Peter has also served as a non-executive director on the boards of Cookson Group plc, Meggitt plc, Essentra plc and Oxford Instruments plc, and in similar roles for UK Trade and Investment and the Royal Air Force. He was chief executive officer of Laird plc from 2002 to late 2011, transforming it from an industrial conglomerate into a focused electronics and technology company. He previously held senior management roles at BTR plc and Invensys plc, and was an executive director on the board of Costain Group plc. Peter's early career was spent with natural resources companies Anglo American, Rio Tinto and BP Minerals. He holds a BSc in engineering, an MBA from the London The Honourable Alexander Catto has advised the board of his intention to step down as a director by the Group's next Annual General Meeting (AGM) in May 2025. As a non-independent, non-executive director of the Group, he has served as representative of its founding family and significant shareholders since 1981. More recently, he has served as the designated non-executive director leading workforce engagement. The Group announced the appointment of Uwe Halder to the board with effect from 1 September 2024. Uwe is chief executive officer of KLK OLEO Europe, part of the global oleochemical and manufacturing division of Kuala Lumpur Kepong Berhad (KLK), which is Synthomer's large shareholder (with 27% of the issued share capital). Uwe's entire career has been in the global chemicals industry. He has worked in the USA at BASF and as president of DyStar USA, and in Europe at CHT/BEZEMA and Archroma before joining a business acquired by KLK OLEO. As a nominee of KLK, Uwe will be a non-independent, non-executive director upon appointment. The changes announced reflect the board's long-term succession planning agenda which will continue to evolve to reflect the Group's strategy, skills and experience needs and compliance with Corporate Governance Code principles.Major Estimate Revision • Jun 27Consensus EPS estimates upgraded to UK£0.17 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -UK£0.215 to -UK£0.171 per share. Revenue forecast steady at UK£1.99b. Chemicals industry in the United Kingdom expected to see average net income growth of 66% next year. Consensus price target broadly unchanged at UK£3.05. Share price was steady at UK£2.60 over the past week.분석 기사 • Jun 18Synthomer (LON:SYNT) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • May 25Investors Still Aren't Entirely Convinced By Synthomer plc's (LON:SYNT) Revenues Despite 27% Price JumpSynthomer plc ( LON:SYNT ) shares have continued their recent momentum with a 27% gain in the last month alone. Still...Price Target Changed • May 25Price target increased by 10% to UK£3.03Up from UK£2.75, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of UK£3.06. Stock is down 84% over the past year. The company is forecast to post a net loss per share of UK£0.22 next year compared to a net loss per share of UK£1.20 last year.Major Estimate Revision • May 12Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£2.03b to UK£1.99b. Losses expected to increase from UK£0.22 per share to UK£0.28. Chemicals industry in the United Kingdom expected to see average net income growth of 50% next year. Consensus price target up from UK£2.75 to UK£2.86. Share price was steady at UK£2.81 over the past week.공시 • May 10Synthomer plc to Report First Half, 2024 Results on Aug 13, 2024Synthomer plc announced that they will report first half, 2024 results on Aug 13, 2024분석 기사 • Apr 20Is Synthomer plc (LON:SYNT) Expensive For A Reason? A Look At Its Intrinsic ValueKey Insights Using the 2 Stage Free Cash Flow to Equity, Synthomer fair value estimate is UK£1.84 Current share price...Recent Insider Transactions • Mar 30CEO & Executive Director recently bought UK£112k worth of stockOn the 27th of March, Michael Willome bought around 47k shares on-market at roughly UK£2.38 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of UK£218k worth in shares.Major Estimate Revision • Mar 27Consensus EPS estimates fall by 82%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£2.10b to UK£2.01b. Losses expected to increase from UK£0.12 per share to UK£0.22. Chemicals industry in the United Kingdom expected to see average net income growth of 52% next year. Consensus price target up from UK£2.45 to UK£2.66. Share price rose 2.4% to UK£2.37 over the past week.분석 기사 • Mar 14Even With A 45% Surge, Cautious Investors Are Not Rewarding Synthomer plc's (LON:SYNT) Performance CompletelySynthomer plc ( LON:SYNT ) shareholders would be excited to see that the share price has had a great month, posting a...Reported Earnings • Mar 13Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: UK£1.20 loss per share (further deteriorated from UK£1.09 loss in FY 2022). Revenue: UK£1.97b (down 17% from FY 2022). Net loss: UK£102.5m (loss widened 304% from FY 2022). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 133%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 5 percentage points per year.New Risk • Mar 12New major risk - Revenue and earnings growthEarnings have declined by 24% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.1x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 24% per year over the past 5 years. Shareholders have been substantially diluted in the past year (over 5x increase in shares outstanding).Price Target Changed • Mar 07Price target decreased by 16% to UK£6.48Down from UK£7.70, the current price target is an average from 9 analysts. New target price is 356% above last closing price of UK£1.42. Stock is down 95% over the past year. The company is forecast to post a net loss per share of UK£0.34 next year compared to a net loss per share of UK£1.09 last year.Buy Or Sell Opportunity • Feb 12Now 29% overvaluedOver the last 90 days, the stock has fallen 30% to UK£1.48. The fair value is estimated to be UK£1.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 1.5% in 2 years. Earnings are forecast to grow by 97% in the next 2 years.분석 기사 • Feb 08Should You Think About Buying Synthomer plc (LON:SYNT) Now?While Synthomer plc ( LON:SYNT ) might not have the largest market cap around , it saw a double-digit share price rise...공시 • Jan 30Synthomer plc Provides Earnings Guidance for the Year 2023Synthomer plc provided earnings guidance for the year 2023. For the year, The company expects to report revenue of £2.0 billion in 2023.New Risk • Jan 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£170k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.1x net interest cover). Shareholders have been substantially diluted in the past year (over 5x increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Significant insider selling over the past 3 months (UK£170k sold).Major Estimate Revision • Jan 17Consensus EPS estimates upgraded to UK£1.57 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -UK£3.89 to -UK£1.57 per share. Revenue forecast steady at UK£2.17b. Chemicals industry in the United Kingdom expected to see average net income growth of 14% next year. Consensus price target down from UK£19.94 to UK£11.72. Share price fell 19% to UK£1.27 over the past week.Price Target Changed • Jan 12Price target decreased by 15% to UK£17.02Down from UK£20.14, the current price target is an average from 10 analysts. New target price is 1,020% above last closing price of UK£1.52. Stock is down 95% over the past year. The company is forecast to post a net loss per share of UK£2.97 next year compared to a net loss per share of UK£1.09 last year.Buying Opportunity • Jan 10Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be UK£2.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 0.3% in a year. Earnings is forecast to grow by 85% in the next year.공시 • Dec 07Synthomer plc, Annual General Meeting, May 09, 2024Synthomer plc, Annual General Meeting, May 09, 2024.Price Target Changed • Nov 17Price target decreased by 23% to UK£20.14Down from UK£26.20, the current price target is an average from 10 analysts. New target price is 982% above last closing price of UK£1.86. Stock is down 93% over the past year. The company is forecast to post a net loss per share of UK£3.89 next year compared to a net loss per share of UK£1.09 last year.Major Estimate Revision • Nov 16Consensus EPS estimates upgraded to UK£6.14 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -UK£13.26 to -UK£6.14 per share. Revenue forecast unchanged from UK£2.19b at last update. Chemicals industry in the United Kingdom expected to see average net income growth of 10% next year. Consensus price target reaffirmed at UK£26.20. Share price fell 12% to UK£1.80 over the past week.공시 • Nov 15Synthomer plc to Report Fiscal Year 2023 Results on Mar 12, 2024Synthomer plc announced that they will report fiscal year 2023 results on Mar 12, 2024Recent Insider Transactions • Nov 06Non-Executive Director recently bought UK£170k worth of stockOn the 30th of October, Alexander Catto bought around 91k shares on-market at roughly UK£1.87 per share. This transaction increased Alexander's direct individual holding by 3x at the time of the trade. In the last 3 months, they made an even bigger purchase worth UK£774k. Insiders have collectively bought UK£1.4m more in shares than they have sold in the last 12 months.Price Target Changed • Nov 03Price target increased by 14% to UK£26.20Up from UK£22.94, the current price target is an average from 8 analysts. New target price is 1,160% above last closing price of UK£2.08. Stock is down 92% over the past year. The company is forecast to post a net loss per share of UK£13.26 next year compared to a net loss per share of UK£1.09 last year.Price Target Changed • Oct 31Price target increased by 16% to UK£26.60Up from UK£22.94, the current price target is an average from 6 analysts. New target price is 1,304% above last closing price of UK£1.90. Stock is down 92% over the past year. The company is forecast to post a net loss per share of UK£13.26 next year compared to a net loss per share of UK£1.09 last year.Recent Insider Transactions • Oct 19Non-Executive Director recently bought UK£774k worth of stockOn the 13th of October, Alexander Catto bought around 393k shares on-market at roughly UK£1.97 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£1.4m more in shares than they have sold in the last 12 months.Major Estimate Revision • Oct 18Consensus EPS estimates fall by 684%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -UK£1.88 to -UK£14.70 per share. Revenue forecast unchanged at UK£2.20b. Chemicals industry in the United Kingdom expected to see average net income growth of 4.4% next year. Consensus price target broadly unchanged at UK£22.94. Share price fell 9.5% to UK£1.91 over the past week.분석 기사 • Oct 17Is Now An Opportune Moment To Examine Synthomer plc (LON:SYNT)?Synthomer plc ( LON:SYNT ), might not be a large cap stock, but it saw significant share price movement during recent...New Risk • Oct 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 5x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.1x net interest cover). Share price has been highly volatile over the past 3 months (21% average weekly change). Shareholders have been substantially diluted in the past year (over 5x increase in shares outstanding).공시 • Oct 14Synthomer plc has completed a Follow-on Equity Offering in the amount of £276.195611 million.Synthomer plc has completed a Follow-on Equity Offering in the amount of £276.195611 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 140,200,818 Price\Range: £1.97 Discount Per Security: £0.0522 Transaction Features: Regulation S; Rights Offering; Rule 144AMajor Estimate Revision • Sep 27Consensus EPS estimates upgraded to UK£1.88 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -UK£2.68 to -UK£1.88 per share. Revenue forecast unchanged from UK£2.21b at last update. Chemicals industry in the United Kingdom expected to see average net income growth of 8.4% next year. Consensus price target up from UK£24.40 to UK£25.30. Share price fell 13% to UK£7.49 over the past week.공시 • Sep 18+ 3 more updatesSynthomer plc(LSE:SYNT) dropped from FTSE 250 IndexSynthomer plc(LSE:SYNT) dropped from FTSE 250 Index매출 및 비용 세부 내역Synthomer가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이LSE:SYNT 매출, 비용 및 순이익 (GBP Millions)날짜매출순이익일반관리비연구개발비31 Dec 251,739-150180030 Sep 251,786-114187030 Jun 251,886-76198031 Mar 251,937-73199031 Dec 241,933-72195030 Sep 241,926-79181030 Jun 241,919-86167031 Mar 241,930-96167031 Dec 231,941-105167030 Sep 232,046-127165030 Jun 232,151-149163031 Mar 232,242-84163031 Dec 222,332-18163030 Jun 222,14380171031 Mar 222,143139171031 Dec 212,144198172030 Sep 212,235213187030 Jun 212,141217183031 Mar 211,892110183031 Dec 201,6443183030 Sep 201,53714141030 Jun 201,43024100031 Mar 201,44554100031 Dec 191,45985100030 Sep 191,50381108030 Jun 191,54877116031 Mar 191,58389116031 Dec 181,619100116030 Sep 181,581101115030 Jun 181,544102113031 Mar 181,51288114031 Dec 171,48074114030 Sep 171,42590106030 Jun 171,37010599031 Mar 171,20810899031 Dec 161,04611099030 Sep 169549588030 Jun 168627977031 Mar 168667076031 Dec 158706076030 Sep 158925666030 Jun 1591351560양질의 수익: SYNT 은(는) 현재 수익성이 없습니다.이익 마진 증가: SYNT는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: SYNT은 수익성이 없으며 지난 5년 동안 손실이 연평균 56.3% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 SYNT의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: SYNT은 수익성이 없어 지난 해 수익 성장률을 Chemicals 업계(-59.9%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: SYNT는 현재 수익성이 없으므로 자본 수익률이 음수(-16.41%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/21 10:37종가2026/05/21 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Synthomer plc는 21명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Katie RichardsBarclaysRobert BateBarclaysJames StewartBarclays18명의 분석가 더 보기
Reported Earnings • May 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: UK£0.92 loss per share (further deteriorated from UK£0.43 loss in FY 2024). Revenue: UK£1.74b (down 13% from FY 2024). Net loss: UK£150.2m (loss widened 115% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 167%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.2% decline forecast for the Chemicals industry in the United Kingdom.
공시 • Apr 11Synthomer plc to Report Fiscal Year 2025 Results on Apr 30, 2026Synthomer plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Apr 30, 2026
Reported Earnings • Aug 07First half 2025 earnings released: UK£0.22 loss per share (vs UK£0.18 loss in 1H 2024)First half 2025 results: UK£0.22 loss per share (further deteriorated from UK£0.18 loss in 1H 2024). Revenue: UK£925.2m (down 12% from 1H 2024). Net loss: UK£35.9m (loss widened 23% from 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom.
공시 • May 01Synthomer plc to Report First Half, 2025 Results on Aug 05, 2025Synthomer plc announced that they will report first half, 2025 results on Aug 05, 2025
Reported Earnings • Mar 11Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: UK£0.43 loss per share (improved from UK£1.20 loss in FY 2023). Revenue: UK£1.99b (flat on FY 2023). Net loss: UK£70.0m (loss narrowed 32% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
공시 • Oct 31Synthomer plc to Report Fiscal Year 2024 Results on Mar 11, 2025Synthomer plc announced that they will report fiscal year 2024 results on Mar 11, 2025
Price Target Changed • May 19Price target increased by 12% to UK£1.43Up from UK£1.27, the current price target is an average from 7 analysts. New target price is 35% above last closing price of UK£1.05. Stock is up 2.9% over the past year. The company is forecast to post a net loss per share of UK£0.025 next year compared to a net loss per share of UK£0.92 last year.
Major Estimate Revision • May 13Consensus estimates of losses per share improve by 91%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from UK£1.82b to UK£1.92b. EPS estimate increased from -UK£0.292 per share to -UK£0.025 per share. Chemicals industry in the United Kingdom expected to see average net income growth of 48% next year. Consensus price target up from UK£1.27 to UK£1.32. Share price rose 16% to UK£1.02 over the past week.
내러티브 업데이트 • May 04SYNT: Bio-Based Shift Will Face Margin And Leadership Risks AheadAnalysts have kept their Synthomer fair value target steady at £0.59. This reflects a view that a shift from a previous revenue contraction of 32.37% to expected growth of 2.61%, together with a slightly lower projected profit margin of 9.99%, leaves the overall valuation framework broadly unchanged.
Reported Earnings • May 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: UK£0.92 loss per share (further deteriorated from UK£0.43 loss in FY 2024). Revenue: UK£1.74b (down 13% from FY 2024). Net loss: UK£150.2m (loss widened 115% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 167%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 7.2% decline forecast for the Chemicals industry in the United Kingdom.
내러티브 업데이트 • Apr 20SYNT: Cost Actions And Bio-Based Shift Will Support Future Margin StabilityAnalysts have slightly reduced their price expectations for Synthomer, reflecting updated assumptions for a less pronounced revenue decline, a small reduction in forecast profit margins, and a modest adjustment to future P/E. Taken together, these changes leave their fair value estimate unchanged at £0.59 per share.
공시 • Apr 11Synthomer plc to Report Fiscal Year 2025 Results on Apr 30, 2026Synthomer plc announced that they will report fiscal year 2025 results at 8:00 AM, GMT Standard Time on Apr 30, 2026
내러티브 업데이트 • Apr 06SYNT: Cost Cuts And Bio Based Shift Will Support Future UpsideAnalysts have nudged their price target on Synthomer slightly, reflecting modest tweaks to assumptions around discount rate, profit margin and future P/E, while keeping the underlying fair value estimate broadly unchanged at £1.27. What's in the News Godavari Biorefineries Limited entered a partnership with Synthomer to develop bio-based alternatives to existing fossil-based monomers, targeting growing customer demand for lower carbon and more sustainable materials (Key Developments).
내러티브 업데이트 • Mar 23SYNT: Cost Actions And Bio-Based Partnership Will Support Future Margin ResilienceAnalysts have adjusted their Synthomer price targets slightly to reflect updated views on revenue contraction, slightly higher profit margins, and a modestly lower future P/E, resulting in a revised fair value estimate of £0.59 per share. What's in the News Synthomer entered a partnership with Godavari Biorefineries Limited to develop bio-based alternatives to existing fossil-based monomers.
내러티브 업데이트 • Mar 09SYNT: Cost Actions And Bio Based Shift Will Support Earnings RecoveryAnalysts have trimmed their price target on Synthomer from £1.34 to about £1.27, citing updated assumptions on revenue growth, profit margins and future P/E multiples as they reassess the balance of risk and reward. What's in the News Godavari Biorefineries Limited partnered with Synthomer to develop bio-based alternatives to existing fossil-based monomers, including commercialisation of bio-based butyl acrylate using bio-based butanol from GBL, aimed at supporting customer demand for lower carbon materials (Key Developments).
내러티브 업데이트 • Feb 22SYNT: Cost Actions And Bio-Based Shift Will Support Future Margin ResilienceAnalysts have nudged their price target on Synthomer higher to £0.59. This reflects updated assumptions around slightly less severe revenue contraction and broadly unchanged profit margins and P/E expectations.
New Risk • Feb 11New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 16% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.6% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Market cap is less than US$100m (UK£48.5m market cap, or US$66.2m).
내러티브 업데이트 • Feb 08SYNT: Cost Actions And Margin Resilience Will Support A Stable Fair Value ViewAnalysts have nudged their fair value estimate for Synthomer to £0.59 from £0.55, citing revised assumptions around revenue growth, profit margins and future P/E as the key drivers of the updated price target. What's in the News Synthomer issued earnings guidance for the twelve months to 31 December 2025, with expected 2025 revenue of around £1.74b compared with £1.93b for 2024, described as in line with market expectations (Key Developments).
공시 • Jan 29Synthomer plc Provides Earnings Guidance for the Twelve Months to 31 December 2025Synthomer plc provided earnings guidance for the twelve months to 31 December 2025. Company expect to report 2025 revenue of c.£1.74 billion (2024: £1.93bn), in line with market expectations. The continued focus on strong operational execution, together with expanded 'self-help' cost reduction programmes, have enabled to mitigate the impact of softer end-market demand since global tariff changes were announced at the start of Second Quarter and deliver resilient earnings and an increased EBITDA margin.
내러티브 업데이트 • Jan 24SYNT: Earnings Prospects Will Stabilise As Fair Value View Remains IntactAnalysts have adjusted their price targets on Synthomer, reflecting revised assumptions around revenue growth, profit margins and future P/E multiples. Together, these changes point to a recalibrated view of the company’s earnings potential within an unchanged fair value estimate of £0.55 per share.
내러티브 업데이트 • Jan 10SYNT: Self Help And 2026 Outlook Will Support Earnings RecoveryAnalysts have trimmed their price expectations for Synthomer, with a lower fair value estimate and a reduced Street target to £1.02 from £1.12. This reflects updated views on revenue growth and earnings multiples while maintaining a broadly neutral stance on the shares.
내러티브 업데이트 • Dec 24SYNT Will Face Mounting Pressure As Earnings Recovery Outlook DeterioratesThe analyst price target for Synthomer has been reduced to £1.02 per share from £1.12, as analysts factor in slower revenue growth assumptions, despite slightly higher profit margin expectations and a marginally increased discount rate. Analyst Commentary Recent research updates highlight a cautious stance from bearish analysts, who have progressively lowered their price targets on Synthomer as they reassess the company’s growth trajectory and risk profile.
공시 • Dec 13Synthomer PLC Announces Board and Committee ChangesSynthomer PLC announced a number of changes to the Board. As previously announced, Ian Tyler and Roberto Gualdoni have now stepped down as independent Non-Executive Directors from the Synthomer Board as planned. Independent Non-Executive Director Janet Ashdown succeeds Ian as Senior Independent Director, and Independent Non-Executive Director Jonathan Silver, who has recent and relevant financial experience for the purposes of the UK Corporate Governance Code, succeeds Ian as Chair of the Audit Committee.
내러티브 업데이트 • Dec 10SYNT: Self-Help Actions Will Drive Earnings Recovery Despite Neutral Market SentimentAnalysts have trimmed their price target on Synthomer slightly. This reflects a modest recalibration in fair value to approximately £1.34 per share following a series of recent target cuts that have reset expectations for the stock.
내러티브 업데이트 • Nov 26SYNT: Full-Year Self-Help Actions Will Drive Earnings Recovery MomentumAnalysts have revised their price target for Synthomer downward from GBp 112 to GBp 102. This change is attributed to adjustments to future valuation metrics and an updated earnings outlook.
내러티브 업데이트 • Nov 07SYNT: Future Gains Are Expected As End Markets Gradually StabilizeSynthomer's analyst price target has been reduced from 112 GBp to 102 GBp. Analysts cite persistent end-market challenges and limited near-term prospects for earnings recovery as key factors behind the downward revision. Analyst Commentary Recent analyst coverage reflects a spectrum of perspectives regarding Synthomer's outlook, shaped by evolving market dynamics and the company's updated financial guidance.
Major Estimate Revision • Oct 24Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -UK£0.336 to -UK£0.377 per share. Revenue forecast unchanged at UK£1.82b. Chemicals industry in the United Kingdom expected to see average net income growth of 1.1% next year. Consensus price target down from UK£1.43 to UK£1.38. Share price was steady at UK£0.58 over the past week.
공시 • Oct 24Synthomer plc Provides Earnings Guidance for the Year 2026Synthomer plc provided earnings guidance for the year 2026. As company begin to look to 2026, company anticipate progress in Group earnings and cash generation as a result of full year contributions from self-help actions and product investments.
내러티브 업데이트 • Oct 24Future Earnings And Recovery Prospects Will Remain Under Pressure Amid Market ChallengesSynthomer's fair value estimate has been revised downward from £1.54 to £1.38 per share. Analysts cite ongoing challenges in end markets and modest growth prospects following the company's recent interim results.
Price Target Changed • Oct 09Price target decreased by 8.9% to UK£1.43Down from UK£1.57, the current price target is an average from 8 analysts. New target price is 113% above last closing price of UK£0.67. Stock is down 63% over the past year. The company is forecast to post a net loss per share of UK£0.34 next year compared to a net loss per share of UK£0.43 last year.
Price Target Changed • Aug 18Price target decreased by 8.5% to UK£1.54Down from UK£1.68, the current price target is an average from 8 analysts. New target price is 135% above last closing price of UK£0.66. Stock is down 72% over the past year. The company is forecast to post a net loss per share of UK£0.31 next year compared to a net loss per share of UK£0.43 last year.
분석 기사 • Aug 09UK£1.57: That's What Analysts Think Synthomer plc (LON:SYNT) Is Worth After Its Latest ResultsThere's been a major selloff in Synthomer plc ( LON:SYNT ) shares in the week since it released its half-year report...
Reported Earnings • Aug 07First half 2025 earnings released: UK£0.22 loss per share (vs UK£0.18 loss in 1H 2024)First half 2025 results: UK£0.22 loss per share (further deteriorated from UK£0.18 loss in 1H 2024). Revenue: UK£925.2m (down 12% from 1H 2024). Net loss: UK£35.9m (loss widened 23% from 1H 2024). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 15% decline forecast for the Chemicals industry in the United Kingdom.
내러티브 업데이트 • Aug 07Sustainable Specialty Polymers Will Unlock New Global OpportunitiesDespite a notable upgrade in revenue growth forecasts and a reduction in the forward P/E, Synthomer's consensus analyst price target has been revised down from £1.71 to £1.57. Valuation Changes Summary of Valuation Changes for Synthomer The Consensus Analyst Price Target has fallen from £1.71 to £1.57.
Price Target Changed • Aug 07Price target decreased by 8.4% to UK£1.57Down from UK£1.71, the current price target is an average from 8 analysts. New target price is 144% above last closing price of UK£0.64. Stock is down 73% over the past year. The company is forecast to post a net loss per share of UK£0.31 next year compared to a net loss per share of UK£0.43 last year.
Major Estimate Revision • Aug 06Consensus EPS estimates fall by 53%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from UK£1.98b to UK£1.88b. Losses expected to increase from UK£0.23 per share to UK£0.34. Chemicals industry in the United Kingdom expected to see average net income growth of 28% next year. Consensus price target down from UK£1.71 to UK£1.62. Share price fell 25% to UK£0.63 over the past week.
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Jonathan Silver was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Jun 30Synthomer plc Announces Board and Committee ChangesSynthomer plc announced the appointment of two independent non-executive directors, Janet Ashdown and Jonathan Silver, who will join the Board on 1 July 2025. Janet Ashdown has significant experience of general management primarily in the process and chemicals industries, as well as environmental and sustainability matters, and has chaired corporate remuneration committees for more than 10 years. Janet had a 30-year executive career at BP plc until 2010, running the UK retail and commercial fuel business in her last role there. She then became chief executive of Harvest Energy, until 2013. Janet is currently a non-executive director and remuneration committee chair at Victrex plc, a non-executive director and chair of the remuneration and corporate sustainability committees at RHI Magnesita plc and a non-executive director of Stolt-Nielsen plc. She has previously served as a non-executive director and remuneration committee chair of Marshalls plc and SIG plc, and as senior independent director and chair of committees including for health, safety, security and sustainability of the Nuclear Decommissioning Authority, a UK Government arm's length body. Janet holds a BSc in Energy Engineering from the University of Swansea. Janet will join the Synthomer Board's audit, remuneration and nomination committees on appointment and will succeed Holly Van Deursen as Chair of the Remuneration Committee in late 2026. Jonathan Silver has significant international experience in finance and accounting, risk and controls, treasury, investment management and mergers and acquisitions, having served in a variety of senior roles culminating in chief financial officer during his 30-year executive career to 2015 at Laird plc. Prior to this Jonathan held finance roles at the pharmaceutical and agrichemicals group Fisons plc. Jonathan is currently non-executive director, senior independent director and audit committee chair at Spirent Communications plc. Jonathan also serves as a non-executive director and audit committee chair at Baillie Gifford China Growth Trust plc and at Henderson High Income Trust plc, and previously served in the same roles at Invesco Income Growth Trust plc. He is a Chartered Accountant and a member of the Institute of Chartered Accountants of Scotland. Jonathan holds a BA in Business from the University of Strathclyde. Jonathan will join the Synthomer Board's audit, remuneration and nomination committees on appointment and will succeed Ian Tyler as Chair of the Audit Committee later this year. Further to the announcement of 5 March 2025, Ian Tyler will step down from the Board of Synthomer and his roles as Senior Independent Non-executive Director and Audit Committee Chair in December 2025.
Price Target Changed • Jun 19Price target decreased by 7.6% to UK£1.71Down from UK£1.85, the current price target is an average from 8 analysts. New target price is 57% above last closing price of UK£1.09. Stock is down 57% over the past year. The company is forecast to post a net loss per share of UK£0.22 next year compared to a net loss per share of UK£0.43 last year.
공시 • Jun 03H2 Equity Partners Limited and the management of William Blythe Limited completed the acquisition of William Blythe Limited from Synthomer plc (LSE:SYNT).H2 Equity Partners Limited and the management of William Blythe Limited agreed to acquire William Blythe Limited from Synthomer plc (LSE:SYNT) for £30 million on May 6, 2025. A cash consideration of £30 million will be paid by H2 Equity Partners Limited and the management. As part of consideration, £30 million is paid towards common equity of William Blythe Limited. The existing leadership team of Kevin Hudson, Mike Butler and David Crossley will continue to the run William Blythe . For the period ending December 31, 2024, William Blythe Limited reported total revenue of £54 million and EBITDA of £4 million. The transaction is conditional on certain customary closing conditions, is expected to complete at the end of May 2025, and the net proceeds will be used to reduce Synthomer net debt. Squire Patton Boggs acted as legal advisors for H2 Equity Partners Limited. Management were supported by Addleshaw Goddard and Park Place. H2 Equity Partners Limited and the management of William Blythe Limited completed the acquisition of William Blythe Limited from Synthomer plc (LSE:SYNT) on June 2, 2025. The final net cash proceeds of the divestment that were received at completion amount to £25 million after adjustments for working capital, debt and debt-like items, and will be used to reduce the Synthomer plc debt. Chris Carlisle, Daniel Barley of Opus Corporate Finance LLP act as financial advisor for Synthomer plc.
Price Target Changed • May 07Price target decreased by 8.7% to UK£1.72Down from UK£1.89, the current price target is an average from 9 analysts. New target price is 97% above last closing price of UK£0.87. Stock is down 69% over the past year. The company is forecast to post a net loss per share of UK£0.21 next year compared to a net loss per share of UK£0.43 last year.
공시 • May 06H2 Equity Partners Limited and the management of William Blythe Limited agreed to acquire William Blythe Limited from Synthomer plc (LSE:SYNT) for £30 million.H2 Equity Partners Limited and the management of William Blythe Limited agreed to acquire William Blythe Limited from Synthomer plc (LSE:SYNT) for £30 million on May 6, 2025. A cash consideration of £30 million will be paid by H2 Equity Partners Limited and the management. As part of consideration, £30 million is paid towards common equity of William Blythe Limited. For the period ending December 31, 2024, William Blythe Limited reported total revenue of £54 million and EBITDA of £4 million. The transaction is conditional on certain customary closing conditions, is expected to complete at the end of May 2025, and the net proceeds will be used to reduce Synthomer net debt.
Price Target Changed • May 02Price target decreased by 10% to UK£1.76Down from UK£1.96, the current price target is an average from 9 analysts. New target price is 89% above last closing price of UK£0.93. Stock is down 67% over the past year. The company is forecast to post a net loss per share of UK£0.20 next year compared to a net loss per share of UK£0.43 last year.
공시 • May 01Synthomer plc to Report First Half, 2025 Results on Aug 05, 2025Synthomer plc announced that they will report first half, 2025 results on Aug 05, 2025
New Risk • Apr 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Share price has been highly volatile over the past 3 months (9.9% average weekly change).
Price Target Changed • Apr 03Price target decreased by 8.6% to UK£1.96Down from UK£2.14, the current price target is an average from 9 analysts. New target price is 98% above last closing price of UK£0.99. Stock is down 62% over the past year. The company is forecast to post a net loss per share of UK£0.17 next year compared to a net loss per share of UK£0.43 last year.
새로운 내러티브 • Mar 31Chemical Realignment And Adhesives Expansion Will Build A Resilient Future Shift to high-margin specialty chemicals and divestment of non-core operations are expected to enhance profitability.
Recent Insider Transactions • Mar 31CEO & Executive Director recently bought UK£57k worth of stockOn the 27th of March, Michael Willome bought around 47k shares on-market at roughly UK£1.21 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth UK£83k. Michael has been a buyer over the last 12 months, purchasing a net total of UK£140k worth in shares.
공시 • Mar 26Synthomer plc, Annual General Meeting, May 01, 2025Synthomer plc, Annual General Meeting, May 01, 2025. Location: the offices of the company, 45 pall mall, sw1y 5jg, london United Kingdom
Recent Insider Transactions • Mar 19CEO & Executive Director recently bought UK£83k worth of stockOn the 14th of March, Michael Willome bought around 70k shares on-market at roughly UK£1.18 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of UK£195k worth in shares.
Major Estimate Revision • Mar 18Consensus EPS estimates upgraded to UK£0.19 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -UK£0.21 to -UK£0.186 per share. Revenue forecast steady at UK£2.05b. Chemicals industry in the United Kingdom expected to see average net income growth of 28% next year. Consensus price target down from UK£2.35 to UK£2.14. Share price fell 11% to UK£1.23 over the past week.
Price Target Changed • Mar 17Price target decreased by 8.9% to UK£2.14Down from UK£2.35, the current price target is an average from 10 analysts. New target price is 80% above last closing price of UK£1.19. Stock is down 48% over the past year. The company is forecast to post a net loss per share of UK£0.19 next year compared to a net loss per share of UK£0.43 last year.
Reported Earnings • Mar 11Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: UK£0.43 loss per share (improved from UK£1.20 loss in FY 2023). Revenue: UK£1.99b (flat on FY 2023). Net loss: UK£70.0m (loss narrowed 32% from FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 21%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
New Risk • Feb 06New 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 7.3% 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. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (6.9% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).
공시 • Jan 28Synthomer plc Provides Earnings Guidance for the Year Ended December 31, 2024Synthomer plc provided earnings guidance for the year ended December 31, 2024. The company expects to report 2024 revenue of c. £2.0 billion (2023: £1,940.6 million) and EBITDA in the range of £145-148 million for the continuing Group (2023: £137.4m), in line with expectations. Continuing Group volume improved further in H2, albeit at a slower rate than in the first half, reflecting mixed end-market demand trends over the period. Within this, volume growth in Fourth Quarter improved relative to Q3, led by the nitrile latex for gloves business in the Health & Protection and Performance Materials (HPPM) division and construction markets within the Coatings & Construction Solutions (CCS) division. The Group also delivered a strong gross margin performance in Q4, reflecting good progress on multi-year cost-saving and reliability improvement programmes, as well as the ongoing strategic re-allocation of capital and other resources towards the higher margin, more resilient speciality solutions within portfolio.
Price Target Changed • Jan 21Price target decreased by 8.8% to UK£2.35Down from UK£2.58, the current price target is an average from 10 analysts. New target price is 72% above last closing price of UK£1.37. Stock is up 2.5% over the past year. The company is forecast to post a net loss per share of UK£0.48 next year compared to a net loss per share of UK£1.20 last year.
분석 기사 • Jan 08Investors Aren't Entirely Convinced By Synthomer plc's (LON:SYNT) RevenuesSynthomer plc's ( LON:SYNT ) price-to-sales (or "P/S") ratio of 0.1x might make it look like a buy right now compared...
공시 • Jan 02Synthomer plc Announces Chair SuccessionSynthomer plc notes that, as previously announced, Caroline Johnstone stood down as a non-executive and chair of the company, with Peter Hill succeeding her as chair, on 1 January 2025.
Major Estimate Revision • Nov 05Consensus EPS estimates upgraded to UK£0.36 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -UK£0.453 to -UK£0.356 per share. Revenue forecast steady at UK£1.97b. Chemicals industry in the United Kingdom expected to see average net income growth of 49% next year. Consensus price target down from UK£2.79 to UK£2.64. Share price rose 6.3% to UK£1.82 over the past week.
Major Estimate Revision • Nov 03Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.453 to -UK£0.501 per share. Revenue forecast unchanged at UK£1.97b. Chemicals industry in the United Kingdom expected to see average net income growth of 50% next year. Consensus price target down from UK£2.79 to UK£2.67. Share price rose 5.7% to UK£1.86 over the past week.
공시 • Oct 31Synthomer plc to Report Fiscal Year 2024 Results on Mar 11, 2025Synthomer plc announced that they will report fiscal year 2024 results on Mar 11, 2025
분석 기사 • Oct 05Synthomer plc (LON:SYNT) Screens Well But There Might Be A CatchYou may think that with a price-to-sales (or "P/S") ratio of 0.2x Synthomer plc ( LON:SYNT ) is a stock worth checking...
Board Change • Oct 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Peter Hill was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • Aug 20Consensus EPS estimates fall by 199%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -UK£0.171 to -UK£0.512 per share. Revenue forecast unchanged at UK£1.99b. Chemicals industry in the United Kingdom expected to see average net income growth of 49% next year. Consensus price target down from UK£3.07 to UK£3.00. Share price was steady at UK£2.33 over the past week.
Reported Earnings • Aug 15First half 2024 earnings released: UK£0.18 loss per share (vs UK£2.08 loss in 1H 2023)First half 2024 results: UK£0.18 loss per share (improved from UK£2.08 loss in 1H 2023). Revenue: UK£1.05b (flat on 1H 2023). Net loss: UK£29.3m (loss narrowed 40% from 1H 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.8% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 32 percentage points per year, which is a significant difference in performance.
분석 기사 • Aug 03Calculating The Intrinsic Value Of Synthomer plc (LON:SYNT)Key Insights Using the 2 Stage Free Cash Flow to Equity, Synthomer fair value estimate is UK£2.63 With UK£2.46 share...
공시 • Jul 18Synthomer plc Announces Board ChangesSynthomer plc announced the appointment of Peter Hill CBE as an independent non-executive director and chair designate with effect from 1 September 2024. Following an induction and handover period, Caroline Johnstone will stand down from the board, with Peter succeeding her as chair, on 1 January 2025. Peter brings to Synthomer strong public company governance and international manufacturing experience in a range of industries. Peter has served as non-executive chair of Keller Group plc since 2016, a role from which he will step down during the first half of 2025, having served approximately nine years. Previously Peter was non-executive chair of Petra Diamonds Limited (2020-2023), Volution Group plc (2014-2020), Imagination Technologies plc (February 2017 until its sale in September 2017) and the speciality chemicals company Alent plc (2012-2015). He is currently non-executive chair of The Nuclear Decommissioning Authority, a UK Government arm's length body sponsored by the Department for Energy Security and Net Zero. Peter has also served as a non-executive director on the boards of Cookson Group plc, Meggitt plc, Essentra plc and Oxford Instruments plc, and in similar roles for UK Trade and Investment and the Royal Air Force. He was chief executive officer of Laird plc from 2002 to late 2011, transforming it from an industrial conglomerate into a focused electronics and technology company. He previously held senior management roles at BTR plc and Invensys plc, and was an executive director on the board of Costain Group plc. Peter's early career was spent with natural resources companies Anglo American, Rio Tinto and BP Minerals. He holds a BSc in engineering, an MBA from the London The Honourable Alexander Catto has advised the board of his intention to step down as a director by the Group's next Annual General Meeting (AGM) in May 2025. As a non-independent, non-executive director of the Group, he has served as representative of its founding family and significant shareholders since 1981. More recently, he has served as the designated non-executive director leading workforce engagement. The Group announced the appointment of Uwe Halder to the board with effect from 1 September 2024. Uwe is chief executive officer of KLK OLEO Europe, part of the global oleochemical and manufacturing division of Kuala Lumpur Kepong Berhad (KLK), which is Synthomer's large shareholder (with 27% of the issued share capital). Uwe's entire career has been in the global chemicals industry. He has worked in the USA at BASF and as president of DyStar USA, and in Europe at CHT/BEZEMA and Archroma before joining a business acquired by KLK OLEO. As a nominee of KLK, Uwe will be a non-independent, non-executive director upon appointment. The changes announced reflect the board's long-term succession planning agenda which will continue to evolve to reflect the Group's strategy, skills and experience needs and compliance with Corporate Governance Code principles.
Major Estimate Revision • Jun 27Consensus EPS estimates upgraded to UK£0.17 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -UK£0.215 to -UK£0.171 per share. Revenue forecast steady at UK£1.99b. Chemicals industry in the United Kingdom expected to see average net income growth of 66% next year. Consensus price target broadly unchanged at UK£3.05. Share price was steady at UK£2.60 over the past week.
분석 기사 • Jun 18Synthomer (LON:SYNT) Has Debt But No Earnings; Should You Worry?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • May 25Investors Still Aren't Entirely Convinced By Synthomer plc's (LON:SYNT) Revenues Despite 27% Price JumpSynthomer plc ( LON:SYNT ) shares have continued their recent momentum with a 27% gain in the last month alone. Still...
Price Target Changed • May 25Price target increased by 10% to UK£3.03Up from UK£2.75, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of UK£3.06. Stock is down 84% over the past year. The company is forecast to post a net loss per share of UK£0.22 next year compared to a net loss per share of UK£1.20 last year.
Major Estimate Revision • May 12Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£2.03b to UK£1.99b. Losses expected to increase from UK£0.22 per share to UK£0.28. Chemicals industry in the United Kingdom expected to see average net income growth of 50% next year. Consensus price target up from UK£2.75 to UK£2.86. Share price was steady at UK£2.81 over the past week.
공시 • May 10Synthomer plc to Report First Half, 2024 Results on Aug 13, 2024Synthomer plc announced that they will report first half, 2024 results on Aug 13, 2024
분석 기사 • Apr 20Is Synthomer plc (LON:SYNT) Expensive For A Reason? A Look At Its Intrinsic ValueKey Insights Using the 2 Stage Free Cash Flow to Equity, Synthomer fair value estimate is UK£1.84 Current share price...
Recent Insider Transactions • Mar 30CEO & Executive Director recently bought UK£112k worth of stockOn the 27th of March, Michael Willome bought around 47k shares on-market at roughly UK£2.38 per share. This transaction amounted to 75% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Michael has been a buyer over the last 12 months, purchasing a net total of UK£218k worth in shares.
Major Estimate Revision • Mar 27Consensus EPS estimates fall by 82%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from UK£2.10b to UK£2.01b. Losses expected to increase from UK£0.12 per share to UK£0.22. Chemicals industry in the United Kingdom expected to see average net income growth of 52% next year. Consensus price target up from UK£2.45 to UK£2.66. Share price rose 2.4% to UK£2.37 over the past week.
분석 기사 • Mar 14Even With A 45% Surge, Cautious Investors Are Not Rewarding Synthomer plc's (LON:SYNT) Performance CompletelySynthomer plc ( LON:SYNT ) shareholders would be excited to see that the share price has had a great month, posting a...
Reported Earnings • Mar 13Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: UK£1.20 loss per share (further deteriorated from UK£1.09 loss in FY 2022). Revenue: UK£1.97b (down 17% from FY 2022). Net loss: UK£102.5m (loss widened 304% from FY 2022). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 133%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.9% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 5 percentage points per year.
New Risk • Mar 12New major risk - Revenue and earnings growthEarnings have declined by 24% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.1x net interest cover). Share price has been highly volatile over the past 3 months (14% average weekly change). Earnings have declined by 24% per year over the past 5 years. Shareholders have been substantially diluted in the past year (over 5x increase in shares outstanding).
Price Target Changed • Mar 07Price target decreased by 16% to UK£6.48Down from UK£7.70, the current price target is an average from 9 analysts. New target price is 356% above last closing price of UK£1.42. Stock is down 95% over the past year. The company is forecast to post a net loss per share of UK£0.34 next year compared to a net loss per share of UK£1.09 last year.
Buy Or Sell Opportunity • Feb 12Now 29% overvaluedOver the last 90 days, the stock has fallen 30% to UK£1.48. The fair value is estimated to be UK£1.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 1.5% in 2 years. Earnings are forecast to grow by 97% in the next 2 years.
분석 기사 • Feb 08Should You Think About Buying Synthomer plc (LON:SYNT) Now?While Synthomer plc ( LON:SYNT ) might not have the largest market cap around , it saw a double-digit share price rise...
공시 • Jan 30Synthomer plc Provides Earnings Guidance for the Year 2023Synthomer plc provided earnings guidance for the year 2023. For the year, The company expects to report revenue of £2.0 billion in 2023.
New Risk • Jan 21New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: UK£170k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.1x net interest cover). Shareholders have been substantially diluted in the past year (over 5x increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Significant insider selling over the past 3 months (UK£170k sold).
Major Estimate Revision • Jan 17Consensus EPS estimates upgraded to UK£1.57 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -UK£3.89 to -UK£1.57 per share. Revenue forecast steady at UK£2.17b. Chemicals industry in the United Kingdom expected to see average net income growth of 14% next year. Consensus price target down from UK£19.94 to UK£11.72. Share price fell 19% to UK£1.27 over the past week.
Price Target Changed • Jan 12Price target decreased by 15% to UK£17.02Down from UK£20.14, the current price target is an average from 10 analysts. New target price is 1,020% above last closing price of UK£1.52. Stock is down 95% over the past year. The company is forecast to post a net loss per share of UK£2.97 next year compared to a net loss per share of UK£1.09 last year.
Buying Opportunity • Jan 10Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 26%. The fair value is estimated to be UK£2.06, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 0.3% in a year. Earnings is forecast to grow by 85% in the next year.
공시 • Dec 07Synthomer plc, Annual General Meeting, May 09, 2024Synthomer plc, Annual General Meeting, May 09, 2024.
Price Target Changed • Nov 17Price target decreased by 23% to UK£20.14Down from UK£26.20, the current price target is an average from 10 analysts. New target price is 982% above last closing price of UK£1.86. Stock is down 93% over the past year. The company is forecast to post a net loss per share of UK£3.89 next year compared to a net loss per share of UK£1.09 last year.
Major Estimate Revision • Nov 16Consensus EPS estimates upgraded to UK£6.14 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -UK£13.26 to -UK£6.14 per share. Revenue forecast unchanged from UK£2.19b at last update. Chemicals industry in the United Kingdom expected to see average net income growth of 10% next year. Consensus price target reaffirmed at UK£26.20. Share price fell 12% to UK£1.80 over the past week.
공시 • Nov 15Synthomer plc to Report Fiscal Year 2023 Results on Mar 12, 2024Synthomer plc announced that they will report fiscal year 2023 results on Mar 12, 2024
Recent Insider Transactions • Nov 06Non-Executive Director recently bought UK£170k worth of stockOn the 30th of October, Alexander Catto bought around 91k shares on-market at roughly UK£1.87 per share. This transaction increased Alexander's direct individual holding by 3x at the time of the trade. In the last 3 months, they made an even bigger purchase worth UK£774k. Insiders have collectively bought UK£1.4m more in shares than they have sold in the last 12 months.
Price Target Changed • Nov 03Price target increased by 14% to UK£26.20Up from UK£22.94, the current price target is an average from 8 analysts. New target price is 1,160% above last closing price of UK£2.08. Stock is down 92% over the past year. The company is forecast to post a net loss per share of UK£13.26 next year compared to a net loss per share of UK£1.09 last year.
Price Target Changed • Oct 31Price target increased by 16% to UK£26.60Up from UK£22.94, the current price target is an average from 6 analysts. New target price is 1,304% above last closing price of UK£1.90. Stock is down 92% over the past year. The company is forecast to post a net loss per share of UK£13.26 next year compared to a net loss per share of UK£1.09 last year.
Recent Insider Transactions • Oct 19Non-Executive Director recently bought UK£774k worth of stockOn the 13th of October, Alexander Catto bought around 393k shares on-market at roughly UK£1.97 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought UK£1.4m more in shares than they have sold in the last 12 months.
Major Estimate Revision • Oct 18Consensus EPS estimates fall by 684%The consensus outlook for fiscal year 2023 has been updated. 2023 expected loss increased from -UK£1.88 to -UK£14.70 per share. Revenue forecast unchanged at UK£2.20b. Chemicals industry in the United Kingdom expected to see average net income growth of 4.4% next year. Consensus price target broadly unchanged at UK£22.94. Share price fell 9.5% to UK£1.91 over the past week.
분석 기사 • Oct 17Is Now An Opportune Moment To Examine Synthomer plc (LON:SYNT)?Synthomer plc ( LON:SYNT ), might not be a large cap stock, but it saw significant share price movement during recent...
New Risk • Oct 16New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Over 5x increase in shares outstanding. This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.1x net interest cover). Share price has been highly volatile over the past 3 months (21% average weekly change). Shareholders have been substantially diluted in the past year (over 5x increase in shares outstanding).
공시 • Oct 14Synthomer plc has completed a Follow-on Equity Offering in the amount of £276.195611 million.Synthomer plc has completed a Follow-on Equity Offering in the amount of £276.195611 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 140,200,818 Price\Range: £1.97 Discount Per Security: £0.0522 Transaction Features: Regulation S; Rights Offering; Rule 144A
Major Estimate Revision • Sep 27Consensus EPS estimates upgraded to UK£1.88 lossThe consensus outlook for fiscal year 2023 has been updated. 2023 losses forecast to reduce from -UK£2.68 to -UK£1.88 per share. Revenue forecast unchanged from UK£2.21b at last update. Chemicals industry in the United Kingdom expected to see average net income growth of 8.4% next year. Consensus price target up from UK£24.40 to UK£25.30. Share price fell 13% to UK£7.49 over the past week.
공시 • Sep 18+ 3 more updatesSynthomer plc(LSE:SYNT) dropped from FTSE 250 IndexSynthomer plc(LSE:SYNT) dropped from FTSE 250 Index
