Victrex plc

LSE:VCT 주식 리포트

시가총액: UK£537.3m

Victrex 경영진

경영진 기준 점검 2/4

Victrex CEO는 James Routh, Jan2026 에 임명되었습니다 의 임기는 1년 미만입니다. 는 £223.71K 가치에 해당하는 회사 주식의 0.042% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 각각 3.8 년과 4.1 년입니다.

핵심 정보

James Routh

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율0.04%
경영진 평균 재임 기간3.8yrs
이사회 평균 재임 기간4.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 21

VCT: Margin Execution And Lower P/E Framework Will Support Future Re Rating

Analysts have trimmed their implied price target on Victrex by about £0.39, citing updated assumptions around profit margins, revenue growth and a lower future P/E multiple following recent Street research. Analyst Commentary Street research around Victrex has shifted to a more cautious stance on valuation, with the latest move being a £1.00 cut to the implied price target from JPMorgan.
내러티브 업데이트 May 01

VCT: Cautious P E And Discount Rate Assumptions Will Shape Future Rerating

Analysts have trimmed their price target on Victrex by £1.00, citing updated assumptions around the discount rate, revenue growth, profit margins and future P/E. These changes modestly adjust their outlook on the shares.
내러티브 업데이트 Apr 17

VCT: Cautious Growth And Margin Assumptions Will Shape Future P E Rerating

Analysts have lowered their price target on Victrex by £1.00, citing updates to assumptions around discount rate, revenue growth, profit margin and future P/E that collectively suggest a more balanced risk and return profile. Analyst Commentary Recent commentary around Victrex has tilted more cautious, with the latest £1.00 cut in the price target, including the 100 GBp adjustment referenced in recent research, highlighting increased focus on valuation and execution risks.
내러티브 업데이트 Apr 03

VCT: Refined Cash Flow Assumptions Will Support Future Re Rating Potential

Analysts have trimmed their price target on Victrex by £1.00, citing updated assumptions around discount rates, revenue growth, and profit margins as key drivers of the revision. Analyst Commentary JPMorgan has reduced its price target on Victrex by £1.00, reflecting refreshed assumptions around discount rates, revenue growth, and margins.
내러티브 업데이트 Mar 19

VCT: Future Upside Will Be Anchored By Resilient Earnings Framework

Analysts have trimmed their price target on Victrex by £1.00, reflecting slightly lower fair value estimates and modestly softer assumptions for revenue growth and profit margins, while still using a similar discount rate and future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the £1.00 reduction in the price target as a fine tuning of fair value rather than a shift in the long term thesis, with the core assumptions on discount rate and future P/E multiple kept broadly intact.
내러티브 업데이트 Mar 05

VCT: Future Upside Will Be Supported By Resilient Earnings Assumptions

Analysts have trimmed their price target for Victrex to £7.32 from £7.48. This reflects updated views on its long term fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
내러티브 업데이트 Feb 19

VCT: Higher Growth Assumptions Will Set Up Future Re Rating Opportunity

Analysts have trimmed their price target for Victrex to £8.90. This reflects slightly higher assumed discount and revenue growth rates, together with a small adjustment to forecast profit margins and future P/E expectations.
내러티브 업데이트 Feb 05

VCT: Sector Downgrade And Lower Future P E Multiple Will Cap Rerating Potential

Analysts have trimmed their price expectations for Victrex, reflecting slightly higher discount rate assumptions, modestly different revenue growth and profit margin forecasts, and a lower future P/E multiple in light of more cautious sector views on European chemicals. Analyst Commentary Bearish analysts have taken a more cautious stance on Victrex, in line with a broader push to reduce risk within European chemicals.
분석 기사 Jan 27

Does Victrex (LON:VCT) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Jan 22

VCT: Sector Downgrade Will Set Up Opportunity For Future Re‑Rating

Analysts have reduced their fair value estimate for Victrex from £11.00 to £8.90, citing more cautious views on diversified chemicals and a preference for other parts of the European chemicals sector as key drivers of the updated price target assumptions. Analyst Commentary Recent research highlights a more cautious stance on diversified chemicals, with Victrex now grouped alongside peers where sentiment is restrained compared with preferred sub sectors such as industrial gases, ingredients, and distributors.
분석 기사 Jan 09

Victrex (LON:VCT) Has Affirmed Its Dividend Of £0.4614

The board of Victrex plc ( LON:VCT ) has announced that it will pay a dividend of £0.4614 per share on the 27th of...
내러티브 업데이트 Jan 08

VCT: Future Upside Will Be Driven By Resilient Earnings Power

Narrative Update Analysts have trimmed their fair value estimate for Victrex to reflect a lower price target of £9.40 from £11.00, citing a more cautious stance on European chemicals while still noting relatively steady assumptions for growth, margins and future P/E. Analyst Commentary Recent research updates on Victrex point to a more mixed stance, with some analysts maintaining a constructive view on the shares and others taking a more cautious approach to the broader European chemicals space.
내러티브 업데이트 Dec 24

VCT: Sector Caution And Rating Downgrade Will Pressure Share Rerating Potential

Analysts have trimmed their fair value estimate for Victrex from £6.75 to £5.75, reflecting a slightly higher discount rate, softer medium term revenue and margin expectations, and recent price target cuts from the Street. Analyst Commentary Recent Street updates underline a more cautious stance on Victrex, with bearish analysts revising ratings and price targets lower in response to sector headwinds and company specific execution risks.
분석 기사 Dec 24

Victrex (LON:VCT) Is Due To Pay A Dividend Of £0.4614

The board of Victrex plc ( LON:VCT ) has announced that it will pay a dividend on the 27th of February, with investors...
내러티브 업데이트 Dec 10

VCT: Future Upside Will Be Driven By Medical Volume Rebound

Analysts have trimmed their price targets on Victrex, cutting the implied fair value by roughly 2 percent to reflect softer margin expectations and sector headwinds, even as they acknowledge improving revenue growth prospects along with a higher future P/E multiple. Analyst Commentary Street commentary on Victrex has become more balanced, with recent notes highlighting both improving medium term growth prospects and persistent execution risks that could cap near term upside.
분석 기사 Dec 10

We Like The Quality Of Victrex's (LON:VCT) Earnings

Shareholders appeared to be happy with Victrex plc's ( LON:VCT ) solid earnings report last week. This reaction by the...
분석 기사 Dec 05

Victrex (LON:VCT) Has Announced A Dividend Of £0.4614

Victrex plc ( LON:VCT ) will pay a dividend of £0.4614 on the 27th of February. Based on this payment, the dividend...
내러티브 업데이트 Nov 26

VCT: Future Recovery Will Be Driven By Medical Volume Rebound

Victrex's analyst price targets have been revised downward, with a notable reduction from previous estimates such as 1,100 GBp to 940 GBp. Analysts cite ongoing caution towards the European chemicals sector and softer expectations for the company's recovery. Analyst Commentary Recent analyst assessments reflect a shift in sentiment towards Victrex's near-term performance and sector positioning.
내러티브 업데이트 Nov 11

VCT: Future Leadership Transition Will Guide Recovery As Margins Improve

Analysts have reduced their price targets for Victrex, with consensus moving from approximately £8.77 to £8.11 per share. This reflects concerns about weaker profit margins and slower growth forecasts in the chemicals sector.
분석 기사 Oct 11

Market Participants Recognise Victrex plc's (LON:VCT) Earnings

When close to half the companies in the United Kingdom have price-to-earnings ratios (or "P/E's") below 16x, you may...
분석 기사 Jun 28

Capital Allocation Trends At Victrex (LON:VCT) Aren't Ideal

When it comes to investing, there are some useful financial metrics that can warn us when a business is potentially in...
분석 기사 May 19

We Think Victrex's (LON:VCT) Healthy Earnings Might Be Conservative

The market seemed underwhelmed by the solid earnings posted by Victrex plc ( LON:VCT ) recently. We have done some...
분석 기사 May 15

Victrex's (LON:VCT) Dividend Will Be £0.1342

Victrex plc's ( LON:VCT ) investors are due to receive a payment of £0.1342 per share on 27th of June. This makes the...
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새로운 내러티브 May 12

China Plant And Magma Programme Will Expand Market Reach

Initiatives like Project Vista and the new China plant aim to improve sales strategies and expand geographically, enhancing margins and growth potential.
분석 기사 Apr 08

With A 31% Price Drop For Victrex plc (LON:VCT) You'll Still Get What You Pay For

Victrex plc ( LON:VCT ) shareholders that were waiting for something to happen have been dealt a blow with a 31% share...
분석 기사 Mar 24

Victrex (LON:VCT) Is Finding It Tricky To Allocate Its Capital

When researching a stock for investment, what can tell us that the company is in decline? When we see a declining...
분석 기사 Feb 26

Are Investors Undervaluing Victrex plc (LON:VCT) By 49%?

Key Insights Victrex's estimated fair value is UK£18.18 based on 2 Stage Free Cash Flow to Equity Victrex's UK£9.32...
분석 기사 Jan 15

Victrex (LON:VCT) Is Paying Out A Dividend Of £0.4614

Victrex plc ( LON:VCT ) will pay a dividend of £0.4614 on the 21st of February. Based on this payment, the dividend...
분석 기사 Dec 06

Victrex plc (LON:VCT) Stocks Shoot Up 25% But Its P/E Still Looks Reasonable

Victrex plc ( LON:VCT ) shareholders would be excited to see that the share price has had a great month, posting a 25...
분석 기사 Sep 13

Investors Could Be Concerned With Victrex's (LON:VCT) Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Aug 03

Shareholders Should Be Pleased With Victrex plc's (LON:VCT) Price

With a price-to-earnings (or "P/E") ratio of 29.8x Victrex plc ( LON:VCT ) may be sending very bearish signals at the...
분석 기사 Jul 16

Does Victrex (LON:VCT) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
분석 기사 Jun 14

There Are Reasons To Feel Uneasy About Victrex's (LON:VCT) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
분석 기사 May 27

Calculating The Fair Value Of Victrex plc (LON:VCT)

Key Insights Victrex's estimated fair value is UK£14.70 based on 2 Stage Free Cash Flow to Equity With UK£12.96 share...
분석 기사 Mar 16

Does Victrex (LON:VCT) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Feb 24

Returns On Capital At Victrex (LON:VCT) Paint A Concerning Picture

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
분석 기사 Jan 12

Victrex plc Just Missed EPS By 5.9%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Victrex plc ( LON:VCT ) filed its annual result this time last week. The early...
분석 기사 Dec 08

Victrex (LON:VCT) Will Pay A Dividend Of £0.4614

Victrex plc's ( LON:VCT ) investors are due to receive a payment of £0.4614 per share on 23rd of February. This means...
분석 기사 Nov 23

Investors Could Be Concerned With Victrex's (LON:VCT) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 Oct 19

Is Victrex plc (LON:VCT) Trading At A 22% Discount?

Key Insights Victrex's estimated fair value is UK£17.25 based on 2 Stage Free Cash Flow to Equity Victrex's UK£13.47...
분석 기사 Sep 04

Is Victrex plc (LON:VCT) Potentially Undervalued?

Victrex plc ( LON:VCT ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...
분석 기사 Aug 17

Victrex (LON:VCT) Could Be Struggling To Allocate Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
분석 기사 Jul 22

These 4 Measures Indicate That Victrex (LON:VCT) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 Jun 30

Calculating The Fair Value Of Victrex plc (LON:VCT)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Victrex fair value estimate is UK£15.40 With UK£13.66 share...
분석 기사 Jun 15

Need To Know: The Consensus Just Cut Its Victrex plc (LON:VCT) Estimates For 2023

Market forces rained on the parade of Victrex plc ( LON:VCT ) shareholders today, when the analysts downgraded their...

CEO

James Routh (52 yo)

less than a year
재임 기간

Dr. James Mathew Routh, Ph D., is Chief Executive Officer & Executive Director of Victrex plc from January 1, 2026. Dr. Routh serves as Senior Independent Non-Executive Director of Tracsis plc since Septem...


리더십 팀

이름직위재임 기간보수지분
Ian Melling
CFO & Executive Director3.8yrsUK£635.21k0.015%
£ 82.4k
James Routh
CEO & Executive Directorless than a year데이터 없음0.042%
£ 223.7k
Andrew Hanson
Director of Investor Relations12.9yrs데이터 없음데이터 없음
Jane Brisley
General Counsel & Company Secretary4.8yrs데이터 없음데이터 없음
Jilly Atherton
Group Human Resource Directorno data데이터 없음데이터 없음
John Devine
Managing Director for Medical2.7yrs데이터 없음데이터 없음
Michael Koch
Managing Director of Sustainable Solutionsno data데이터 없음데이터 없음
3.8yrs
평균 재임 기간

경험이 풍부한 관리: VCT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).


이사회 구성원

이름직위재임 기간보수지분
Ian Melling
CFO & Executive Director3.8yrsUK£635.21k0.015%
£ 82.4k
James Routh
CEO & Executive Directorless than a year데이터 없음0.042%
£ 223.7k
Dame Cox
Independent Non-Executive Chair4.4yrsUK£280.00k0.0080%
£ 42.9k
Peter Kiernan
Non-Executive Directorless than a year데이터 없음데이터 없음
Brendan Wynne Connolly
Independent Non-Executive Director8.3yrsUK£68.00k0.0021%
£ 11.3k
Janet Ashdown
Independent Non-Executive Director8.3yrsUK£70.50k0.0036%
£ 19.4k
Rosalind Rivaz
Senior Independent Director6yrsUK£69.40k0.0022%
£ 12.0k
Urmi Richardson
Independent Non-Executive Director2yrsUK£58.50k0.00011%
£ 591.0
4.1yrs
평균 재임 기간
65.5yo
평균 나이

경험이 풍부한 이사회: VCT의 이사회경험이 있음으로 간주됩니다(평균 재임 4.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 11:26
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
  • 리더십 팀
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주요 개발10년
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분석가 소스

Victrex plc는 31명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gunther ZechmannBarclays
Katie RichardsBarclays
James StewartBarclays