Upcoming Dividend • May 07
Upcoming dividend of €0.11 per share Eligible shareholders must have bought the stock before 14 May 2026. Payment date: 05 June 2026. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.9%). Valuation Update With 7 Day Price Move • Apr 21
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €6.70, the stock trades at a trailing P/E ratio of 12.5x. Average forward P/E is 9x in the Shipping industry in Europe. Aankondiging • Apr 08
Irish Continental Group plc, Annual General Meeting, May 07, 2026 Irish Continental Group plc, Annual General Meeting, May 07, 2026. Location: the gibson hotel, the point village, east wall road, d01 x2p2, dublin Ireland Reported Earnings • Apr 07
Full year 2025 earnings released: EPS: €0.47 (vs €0.36 in FY 2024) Full year 2025 results: EPS: €0.47 (up from €0.36 in FY 2024). Revenue: €666.7m (up 10% from FY 2024). Net income: €74.9m (up 25% from FY 2024). Profit margin: 11% (up from 9.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, compared to a 1.3% growth forecast for the Shipping industry in Europe. Declared Dividend • Mar 08
Final dividend increased to €0.11 Dividend of €0.11 is 5.0% higher than last year. Ex-date: 14th May 2026 Payment date: 5th June 2026 Dividend yield will be 2.6%, which is lower than the industry average of 15%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 4.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 44% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Aankondiging • Mar 06
Irish Continental Group plc Proposes Final Cash Dividend for the Year 2025, Payable on 05 June 2026 The Directors of Irish Continental Group plc are proposing a final dividend in respect of 2025 of 10.95 cent per share subject to shareholder approval at the AGM on 07 May 2026, which will be paid on 05 June 2026 to shareholders on the register at close of business on 15 May 2026. Reported Earnings • Mar 06
Full year 2025 earnings released: EPS: €0.47 (vs €0.36 in FY 2024) Full year 2025 results: EPS: €0.47 (up from €0.36 in FY 2024). Revenue: €666.7m (up 10% from FY 2024). Net income: €74.9m (up 25% from FY 2024). Profit margin: 11% (up from 9.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 2 years, while revenues in the Shipping industry in Europe are expected to remain flat. Recent Insider Transactions • Nov 28
Group CFO & Executive Director recently sold €226k worth of stock On the 21st of November, David Ledwidge sold around 40k shares on-market at roughly €5.70 per share. This transaction amounted to 7.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. David has been a net seller over the last 12 months, reducing personal holdings by €259k. New Risk • Nov 27
New minor risk - Insider selling There has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €46k 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 Risk Shares are highly illiquid. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (€46k sold). Board Change • Nov 17
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Eimear Moloney was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Aankondiging • Nov 16
Irish Continental Group plc Management Changes, Effective November 14, 2025 Irish Continental Group plc announced the retirement of Thomas Corcoran as Company Secretary with effect from November 14, 2025. Thomas joined Irish Continental Group plc in 1989 and has served in a variety of financial roles and as Company Secretary since 2001. The Board of Irish Continental Group plc also announces the appointment of Mr. Brian Holland as Company Secretary effective from November 14, 2025. Brian’s previous position in the Group was Finance Director of Irish Continental Group plc’s Ferries Division having joined Irish Continental Group plc in 2019 from industry. Brian qualified as a Chartered Accountant with international professional services firm PWC. Aankondiging • Aug 28
Irish Continental Group plc Declares an Interim Dividend, Payable on 3 October 2025 Irish Continental Group plc have declared an interim dividend of 5.37 cent per share (2024: 5.11 cent) payable on 3 October 2025 to shareholders on the register on 12 September 2025. The estimated amount payable will be €8.7 million. Aankondiging • Mar 04
Irish Continental Group plc, Annual General Meeting, May 08, 2025 Irish Continental Group plc, Annual General Meeting, May 08, 2025. Aankondiging • Mar 03
Irish Continental Group plc Proposes A Final Dividend for the Year 2024 The Board of Irish Continental Group plc is proposing a final dividend of 10.43 cent per ordinary share for the Year 2024, amounting to €17.2 million out of the distributable reserves of the Company. Aankondiging • Aug 29
Irish Continental Group plc Declares Interim Dividend, Payable on 4 October 2024 Irish Continental Group plc has declared an interim dividend of 5.11 cent per share (2023: 4.87 cent) payable on 4 October 2024 to shareholders on the register on 13 September 2024. The estimated amount payable will be €8.4 million. Aankondiging • Mar 08
Irish Continental Group plc Proposes Final Dividend The Board of Irish Continental Group plc is proposing a final dividend of 9.93 cent per ordinary share amounting to €16.4 million out of the distributable reserves of the company. Aankondiging • Jan 14
Irish Continental Group plc, Annual General Meeting, May 11, 2023 Irish Continental Group plc, Annual General Meeting, May 11, 2023, at 10:00 Coordinated Universal Time. Aankondiging • Nov 14
Irish Continental Group plc Announces Directorate Change Irish Continental Group plc announced that John Sheehan, having served 9 years as a non-executive Director, retired as a Director of the Company with effect from 11 November 2022. John B. McGuckian, Chairman, on behalf of the Company and the Board, thanked John for his significant and valued input over the past 9 years which has contributed greatly to the development of the Company and wishes him well for the future. As a consequence of John Sheehan’s retirement, the following changes have been made to the Board and its Committees: Lesley Williams has been appointed as Senior Independent Director; Dan Clague has been appointed as Chair of the Remuneration Committee; and Éimear Moloney has been appointed as Chair of the Audit Committee. Reported Earnings • Mar 11
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: €0.026 loss per share (up from €0.10 loss in FY 2020). Revenue: €334.5m (up 21% from FY 2020). Net loss: €4.90m (loss narrowed 74% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 32%, compared to a 18% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. Aankondiging • Feb 10
Irish Continental Group plc, Annual General Meeting, May 11, 2022 Irish Continental Group plc, Annual General Meeting, May 11, 2022. Recent Insider Transactions • Feb 06
Group CFO & Executive Director recently bought €75k worth of stock On the 4th of February, David Ledwidge bought around 17k shares on-market at roughly €4.36 per share. This was the largest purchase by an insider in the last 3 months. This was David's only on-market trade for the last 12 months. Aankondiging • Jan 05
Irish Continental Group plc Announces the Co-Option to the Board of Lesley Williams as a Non-Executive Director The Board of Irish Continental Group plc is announced the co-option to the Board of Lesley Williams as a non-executive Director. The appointment is effective immediately. Lesley has over 25 years’ experience in capital markets having held senior positions with Goodbody Stockbrokers as Head of Institutional Equity Sales, and is currently an independent non-executive Director. Aankondiging • Jan 02
Irish Continental Group plc, Annual General Meeting, May 12, 2021 Irish Continental Group plc, Annual General Meeting, May 12, 2021. Aankondiging • Sep 17
The management of Irish Continental Group PLC has launched an offer to acquire Irish Continental Group PLC for €520.17 million. The management of Irish Continental Group PLC has launched an offer to acquire Irish Continental Group PLC on March 8, 2007 for €434.97 million. As reported, the management will pay €18.50 per ICG share in cash. The management team comprises of Eamonn Rothwell, Garry O'Dea, Tony Kelly, Tom Corcoran and John Reilly. ICG Shareholders may elect for Loan Note Alternative or for Redeemable Preference Share Alternative.
The acquisition is conditional on the offer becoming effective and unconditional by July 5, 2007, the approval by majority shareholders of ICG. The Board unanimously recommends the shareholders to accept the offer. The offer is subject to approval of the majority shareholders of Irish Continental. The acquisition will be financed by debt facilities made available to Aella by Allied Irish Banks, p.l.c.
As of June 20, 2007, the management revised the bid to €22 per Irish Continental share valuing the transaction at €520.17 million. On July 4, 2007, the offer was extended to October 31, 2007. As of July 27, 2007, Irish Continental Group extended the deadline for One51 Ltd. and Doyle Group Ltd. and the management of ICG to agree upon the highest price they are willing to pay per ICG unit.
As of August 20, 2007, the management revised the offer per share to €24 valuing the transaction at €451.81 million. The revised offer will remain open till October 31, 2007. The Revised Acquisition will be financed by debt facilities from Allied Irish Banks, p.l.c., underwriting arrangements and financing provided by Eamonn Rothwell and by the MBO Team accepting the offer.
Brian O'Kelly, Finbarr Griffin, David Kearney of Goodbody Corporate Finance was financial advisor to management. Colm Duggan, Elizabeth Bothwell and Stephen Hegarty of Arthur Cox acted as legal advisor to the management. Gerry O'Sullivan of Q4 Public Relations was PR advisor to management. Liam Booth, Jonathan Simmons, Shane Lawlor of NCB Corporate Finance was financial advisor to Irish Continental. David Widger, Paul Caroll and Mark Ward of A&L Goodbody acted as legal advisor to Irish Continental. Billy Murphy of Drury Communications was PR advisor to Irish Continental.