Algoma Steel Group Inc.

NasdaqGM:ASTL 주식 리포트

시가총액: US$545.9m

Algoma Steel Group 경영진

경영진 기준 점검 3/4

Algoma Steel Group CEO는 Rajat Marwah, Nov2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 CA$1.56M, 26.2% 급여 및 73.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $72.77K 가치에 해당하는 회사 주식의 0.013% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.7 년과 4.6 년입니다.

핵심 정보

Rajat Marwah

최고경영자

CA$1.6m

총 보수

CEO 급여 비율26.22%
CEO 재임 기간less than a year
CEO 지분 보유율0.01%
경영진 평균 재임 기간2.7yrs
이사회 평균 재임 기간4.6yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Feb 19

Stay Cautious On Algoma Steel, But Watch For Early Signs Of Recovery

Summary Algoma Steel Group Inc. remains rated Hold as challenging market conditions and weak steel demand persist, despite government support. ASTL faces deteriorating financials: Q3 2025 revenue fell 12.7%, adjusted EBITDA turned negative, and shipments declined 19.5%. A C$500 million government loan supports the electric arc furnace transition, but profitability and dividend resumption remain distant. Valuation remains unattractive with acute financial distress (Altman Z-score 0.55); investors should await clear signs of recovery or dividend reinstatement. Read the full article on Seeking Alpha
분석 기사 Nov 23

Benign Growth For Algoma Steel Group Inc. (NASDAQ:ASTL) Underpins Stock's 25% Plummet

To the annoyance of some shareholders, Algoma Steel Group Inc. ( NASDAQ:ASTL ) shares are down a considerable 25% in...
분석 기사 Oct 01

The Market Doesn't Like What It Sees From Algoma Steel Group Inc.'s (NASDAQ:ASTL) Revenues Yet As Shares Tumble 27%

Unfortunately for some shareholders, the Algoma Steel Group Inc. ( NASDAQ:ASTL ) share price has dived 27% in the last...
분석 기사 Jun 29

There's No Escaping Algoma Steel Group Inc.'s (NASDAQ:ASTL) Muted Revenues Despite A 27% Share Price Rise

The Algoma Steel Group Inc. ( NASDAQ:ASTL ) share price has done very well over the last month, posting an excellent...
분석 기사 May 11

Algoma Steel Group Inc. (NASDAQ:ASTL) Soars 29% But It's A Story Of Risk Vs Reward

Those holding Algoma Steel Group Inc. ( NASDAQ:ASTL ) shares would be relieved that the share price has rebounded 29...
분석 기사 Mar 11

Why Investors Shouldn't Be Surprised By Algoma Steel Group Inc.'s (NASDAQ:ASTL) 34% Share Price Plunge

To the annoyance of some shareholders, Algoma Steel Group Inc. ( NASDAQ:ASTL ) shares are down a considerable 34% in...
분석 기사 Jan 06

Here's Why Algoma Steel Group (NASDAQ:ASTL) Can Afford Some Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
분석 기사 Dec 07

Why Investors Shouldn't Be Surprised By Algoma Steel Group Inc.'s (NASDAQ:ASTL) Low P/S

Algoma Steel Group Inc.'s ( NASDAQ:ASTL ) price-to-sales (or "P/S") ratio of 0.6x might make it look like a buy right...
분석 기사 Aug 28

Is Algoma Steel Group (NASDAQ:ASTL) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 Aug 01

There's No Escaping Algoma Steel Group Inc.'s (NASDAQ:ASTL) Muted Earnings Despite A 28% Share Price Rise

Algoma Steel Group Inc. ( NASDAQ:ASTL ) shareholders would be excited to see that the share price has had a great...
분석 기사 Jun 27

Why Algoma Steel Group's (NASDAQ:ASTL) Shaky Earnings Are Just The Beginning Of Its Problems

The subdued market reaction suggests that Algoma Steel Group Inc.'s ( NASDAQ:ASTL ) recent earnings didn't contain any...
Seeking Alpha Jun 26

Algoma Steel: Canadian Steel At 3.5 Times The LTM EBITDA

Summary Algoma Steel Group Inc. faced challenges in FY 2024 due to weak steel prices and a structural corridor failure, impacting financial performance. Despite challenges, Algoma Steel reported profitability and strong operating cash flow, with plans to commission a new Electric Arc Furnace. The company's investment thesis remains positive, with potential for improved margins and outsized EBITDA and free cash flow results post-EAF commissioning. Read the full article on Seeking Alpha
분석 기사 Jun 26

Algoma Steel Group (NASDAQ:ASTL) Has Announced A Dividend Of CA$0.05

The board of Algoma Steel Group Inc. ( NASDAQ:ASTL ) has announced that it will pay a dividend on the 19th of July...
분석 기사 Jan 23

Algoma Steel Group (NASDAQ:ASTL) Is Reinvesting At Lower Rates Of Return

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
분석 기사 Nov 09

Algoma Steel Group (NASDAQ:ASTL) Has Affirmed Its Dividend Of CA$0.05

Algoma Steel Group Inc. ( NASDAQ:ASTL ) has announced that it will pay a dividend of CA$0.05 per share on the 29th of...
분석 기사 Aug 15

Algoma Steel Group (NASDAQ:ASTL) Has Affirmed Its Dividend Of CA$0.05

The board of Algoma Steel Group Inc. ( NASDAQ:ASTL ) has announced that it will pay a dividend on the 29th of...
분석 기사 Aug 01

The Returns On Capital At Algoma Steel Group (NASDAQ:ASTL) Don't Inspire Confidence

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 Jun 28

Algoma Steel Group (NASDAQ:ASTL) Is Paying Out A Dividend Of CA$0.05

The board of Algoma Steel Group Inc. ( NASDAQ:ASTL ) has announced that it will pay a dividend of CA$0.05 per share on...
분석 기사 Feb 15

Improved Earnings Required Before Algoma Steel Group Inc. (NASDAQ:ASTL) Stock's 30% Jump Looks Justified

Algoma Steel Group Inc. ( NASDAQ:ASTL ) shareholders have had their patience rewarded with a 30% share price jump in...
Seeking Alpha Sep 28

Algoma Steel slumps after sees Q2 adjusted EBITDA $75M-$80M and decline in shipments amid production shortfall

Algoma Steel (NASDAQ:ASTL) expects Q2 2023 Adjusted EBITDA to be in a range of $75 million to $80 million. Michael Garcia, the company’s CEO, commented, "In the quarter we experienced a production shortfall due to various operational challenges, resulting in a decline in shipments to an estimated 415,000 to 425,000 tons for the quarter." "Amid the challenges faced in the quarter, we continue to see steady demand for our products and are advancing the development and construction of our transformative Electric Arc Furnace project, which remains on time and on budget for a mid-year 2024 start-up." Shares are down 12.4% after-hours.
Seeking Alpha Aug 29

Algoma Steel Group goes ex-dividend tomorrow

Algoma Steel Group (NASDAQ:ASTL) had declared $0.05/share quarterly dividend, in line with previous. Forward yield 2.09% Payable Sept. 30; for shareholders of record Aug. 31; ex-div Aug. 30. See ASTL Dividend Scorecard, Yield Chart, & Dividend Growth.
분석 기사 Aug 04

Is There An Opportunity With Algoma Steel Group Inc.'s (NASDAQ:ASTL) 31% Undervaluation?

Does the August share price for Algoma Steel Group Inc. ( NASDAQ:ASTL ) reflect what it's really worth? Today, we will...
Seeking Alpha Aug 03

Algoma Steel Group GAAP EPS of C$1.49, revenue of C$934.1M

Algoma Steel Group press release (NASDAQ:ASTL): FQ1 GAAP EPS of C$1.49. Revenue of C$934.1M (+18.4% Y/Y). Shipments of 537,524 tons, compared to 610,057 tons in the prior-year quarter.
Seeking Alpha Jun 22

Algoma Steel: Tender Offer Likely To Get Undersubscribed

Algoma Steel Group recently announced a large tender offer for ~25% of its shares at the current market price. The company remains extremely cheap versus peers despite its ongoing electric arc furnace transformation. Undervaluation, large tender offer size and ongoing transition all suggest that many shareholders will choose not to tender. This implies that the offer may very well end up undersubscribed and priced at the upper limit, presenting a 7% upside.
Seeking Alpha Jun 16

Algoma Steel Announces Massive Buyback, To Repurchase +30% In 30 Days

Algoma Steel leans on its strong balance sheet and issues a Substantial Issuer Bid. This is a huge share repurchase program, where Algoma will look to repurchase $400 million worth of stock in the coming month. Algoma Steel's accelerated share repurchase program could see approximately a third of its total market cap repurchased over the coming month. By my very rough estimates, Algoma is priced at 1.5x free cash flow. I rate this stock a buy.
Seeking Alpha Feb 11

Algoma Steel: Exceptional Steel Market Results In Record Performance

Algoma Steel recently completed its going-public process but its share price did not participate in the red-hot steel market. The underlying results are exceptionally strong as the company generated more than C$2/share in free cash flow in the most recent quarter. The cash is being hoarded on the balance sheet and this will help to complete the conversion to EAF while maintaining financial flexibility. I have a long position and wouldn't mind adding more, but I'm aware the steel price has come down and will likely continue to decrease.
Seeking Alpha Nov 29

Algoma Steel: Best Value In The Sector

Algoma Steel recently returned to the public markets via a SPAC transaction with Legato Merger Corp. Despite a recent earnings bump, the stock is still trading at 1.4x current EBITDA and 1.8x forward EBITDA. As cash flow drives down net debt and accrues to equity holders, the share price should appreciate by at least 50%. Warrants traded as ASTLW provide a very attractive way to leverage any exposure to stock price performance with the opportunity for greater than 100% returns.

CEO 보수 분석

Rajat Marwah의 보수는 Algoma Steel Group의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-CA$1b

Dec 31 2025n/an/a

-CA$985m

Sep 30 2025n/an/a

-CA$770m

Jun 30 2025n/an/a

-CA$392m

Mar 31 2025n/an/a

-CA$191m

Dec 31 2024CA$2mCA$408k

-CA$139m

Sep 30 2024n/an/a

-CA$157m

Jun 30 2024n/an/a

-CA$20m

Mar 31 2024n/an/a

CA$105m

Dec 31 2023n/an/a

CA$57m

Sep 30 2023n/an/a

CA$72m

Jun 30 2023n/an/a

CA$128m

Mar 31 2023CA$920kCA$440k

CA$299m

Dec 31 2022n/an/a

CA$563m

Sep 30 2022n/an/a

CA$754m

Jun 30 2022n/an/a

CA$956m

Mar 31 2022CA$9mCA$384k

CA$858m

보상 대 시장: Rajat의 총 보수(USD1.13M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.72M)보다 낮습니다.

보상과 수익: Rajat의 보상은 회사가 적자임에도 증가했습니다.


CEO

Rajat Marwah (50 yo)

less than a year
재임 기간
CA$1,555,427
보수

Mr. Rajat Marwah is Chief Executive Officer of Algoma Steel Group Inc. from January 1, 2026 and as its President from November 1, 2025. He has experience in corporate development, strategic planning and st...


리더십 팀

이름직위재임 기간보수지분
Rajat Marwah
President & CEOless than a yearCA$1.56m0.013%
$ 72.8k
John Naccarato
VP of Strategy & Chief Legal Officer4.3yrsCA$1.47m0.027%
$ 144.7k
Michael Panzeri
Senior Vice President of Production3yrsCA$1.63m데이터 없음
Michael Moraca
Chief Financial Officerless than a year데이터 없음0.0082%
$ 44.5k
Danielle Baker
Chief Human Resource Officer3.2yrs데이터 없음0.0054%
$ 29.8k
Chris Ford
Chief Commercial Officer2.3yrs데이터 없음데이터 없음
Laura Devoni
Vice President of Human Resources and Corporate Affairsno data데이터 없음데이터 없음
2.7yrs
평균 재임 기간

경험이 풍부한 관리: ASTL의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.7 년).


이사회 구성원

이름직위재임 기간보수지분
Eric Rosenfeld
Independent Director4.6yrsCA$245.91k1.98%
$ 10.8m
James Gouin
Independent Director4.6yrsCA$264.01k데이터 없음
Andrew Harshaw
Independent Chairman4.8yrsCA$728.19k데이터 없음
Gale Rubenstein
Independent Director4.6yrsCA$255.52k데이터 없음
Sean Donnelly
Independent Director1.7yrsCA$82.33k데이터 없음
Sanjay Nakra
Independent Director3.7yrsCA$235.85k데이터 없음
Melinda Newman
Independent Directorless than a year데이터 없음데이터 없음
Mary Bueschkens
Independent Director4.6yrsCA$251.84k데이터 없음
4.6yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: ASTL의 이사회경험이 있음으로 간주됩니다(평균 재임 4.6 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 11:50
종가2026/05/20 00:00
수익2026/03/31
연간 수익2025/12/31

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
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Algoma Steel Group Inc.는 5명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David OcampoATB Cormark Historical (Cormark Securities)
Alexander Robert PearceBMO Capital Markets Equity Research
Christopher LaFeminaJefferies LLC