Elementis plc

LSE:ELM Voorraadrapport

Marktkapitalisatie: UK£842.9m

Elementis Beheer

Beheer criteriumcontroles 1/4

De CEO Elementis is Luc van Ravenstein, benoemd in Apr2025, heeft een ambtstermijn van 1.08 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 1.76M, bestaande uit 28.3% salaris en 71.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.11% van de aandelen van het bedrijf, ter waarde £ 899.94K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 1.1 jaar en 1.8 jaar.

Belangrijke informatie

Luc van Ravenstein

Algemeen directeur

US$1.8m

Totale compensatie

Percentage CEO-salaris28.32%
Dienstverband CEO1.1yrs
Eigendom CEO0.1%
Management gemiddelde ambtstermijn1.1yrs
Gemiddelde ambtstermijn bestuur1.8yrs

Recente managementupdates

Recent updates

Narratiefupdate May 17

ELM: Refined Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target on Elementis to £2.00 from £2.05, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. Analyst Commentary Bullish analysts continue to see upside in Elementis even after the price target revision to £2.00, pointing to what they view as an attractive entry point relative to their fair value work.
Analyseartikel Apr 01

We Think Elementis' (LON:ELM) Solid Earnings Are Understated

The stock was sluggish on the back of Elementis plc's ( LON:ELM ) recent earnings report. Our analysis suggests that...
Narratiefupdate Mar 28

ELM: Slightly Higher Risk Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their Elementis price target to £2.00 from £2.05, citing slightly adjusted assumptions for fair value, discount rate, and forward P/E as the main drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential to £2.00, which implies room for share price appreciation if Elementis can deliver against current assumptions on fair value and P/E.
Narratiefupdate Mar 13

ELM: Resilient 2025 Guidance And Refinements To Risk Assumptions Will Support Upside

Analysts have adjusted their price target on Elementis to £2.00 from £2.05, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research reflects a slightly lower view of fair value for Elementis, with the price target adjusted to £2.00 from £2.05.
Narratiefupdate Feb 21

ELM: Resilient 2025 Guidance Will Support An Undervalued Upside Case

Analysts have nudged their Elementis price target slightly higher to £1.99 from £1.99, reflecting updated fair value and discount rate assumptions while keeping revenue growth, margin expectations and future P/E estimates broadly unchanged. What's in the News Elementis issued earnings guidance for the year ending 31 December 2025, indicating that Group revenues are expected to be broadly in line with market consensus (Key Developments).
Narratiefupdate Feb 06

ELM: Resilient 2025 Guidance Will Support A Stronger Undervalued Outlook

Analysts have nudged their price target on Elementis slightly higher to reflect modest adjustments in fair value, discount rate, revenue trajectory, profit margin expectations, and future P/E assumptions, leading to a small upward revision in their overall valuation range. What's in the News Elementis issued earnings guidance for the year ending 31 December 2025, giving investors a reference point for expectations.
Analyseartikel Jan 30

It's A Story Of Risk Vs Reward With Elementis plc (LON:ELM)

There wouldn't be many who think Elementis plc's ( LON:ELM ) price-to-sales (or "P/S") ratio of 1.7x is worth a mention...
Narratiefupdate Jan 21

ELM: Slightly Higher Required Return Will Support A Stronger Undervalued Outlook

Analysts have slightly trimmed their price target on Elementis to reflect a marginal shift in fair value and discount rate assumptions, while keeping long term revenue, profit margin and future P/E expectations broadly intact. Valuation Changes Fair Value: nudged lower from 1.983948 to 1.982588, a very small adjustment to the modelled equity value.
Narratiefupdate Jan 05

ELM: Modest Assumption Tweaks Will Support A Stronger Undervalued Outlook

Analysts have nudged their price target for Elementis slightly higher, to around £1.98 from about £1.98 previously. This reflects small adjustments to discount rate, revenue growth assumptions and future P/E expectations rather than any major change in their overall view.
Analyseartikel Dec 12

Calculating The Fair Value Of Elementis plc (LON:ELM)

Key Insights Elementis' estimated fair value is UK£1.75 based on 2 Stage Free Cash Flow to Equity Current share price...
Narratiefupdate Dec 07

ELM: Profitability And Leadership Transition Will Support A Stronger Outlook

Analysts have raised their price target on Elementis by approximately 4 percent to reflect a modestly higher fair value estimate, a slightly increased discount rate, marginally weaker revenue growth expectations, and improved profit margin and future earnings multiple assumptions. What's in the News Chief Financial Officer Ralph Hewins will step down at the end of 2025 after nine years in the role, with a structured transition plan in place through March 2026 (company announcement) The Board has appointed Kath Kearney-Croft as CFO designate from November 3, ahead of her formal appointment as CFO and Board member on January 1, 2026 (company announcement) Kath Kearney-Croft joins Elementis from Learning Technologies Group, where she has served as CFO since 2021, bringing more than 20 years of senior finance experience across the UK and US (company announcement) Valuation Changes The fair value estimate has risen slightly from £1.90 to £1.98 per share, reflecting a modestly higher assessment of Elementis's intrinsic value.
Analyseartikel Oct 25

Why Elementis plc (LON:ELM) Could Be Worth Watching

Elementis plc ( LON:ELM ), might not be a large cap stock, but it received a lot of attention from a substantial price...
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Nieuw narratief Aug 11

Specialty Additives And Asia Expansion Will Unlock New Markets

Strategic focus on specialty additives, sustainability, and innovation enhances competitive positioning and supports revenue and margin growth through premium products.
Analyseartikel Aug 07

Elementis' (LON:ELM) Dividend Will Be $0.0097

The board of Elementis plc ( LON:ELM ) has announced that it will pay a dividend on the 26th of September, with...
Analyseartikel Jul 31

Estimating The Intrinsic Value Of Elementis plc (LON:ELM)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Elementis fair value estimate is UK£2.01 With UK£1.61 share...
Analyseartikel Jun 30

We Like These Underlying Return On Capital Trends At Elementis (LON:ELM)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel Jun 12

Elementis plc's (LON:ELM) Shares Leap 25% Yet They're Still Not Telling The Full Story

Elementis plc ( LON:ELM ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
Analyseartikel Apr 29

Elementis (LON:ELM) Will Pay A Larger Dividend Than Last Year At $0.0228

Elementis plc's ( LON:ELM ) dividend will be increasing from last year's payment of the same period to $0.0228 on 30th...
Analyseartikel Apr 08

Slammed 25% Elementis plc (LON:ELM) Screens Well Here But There Might Be A Catch

Elementis plc ( LON:ELM ) shareholders won't be pleased to see that the share price has had a very rough month...
Analyseartikel Mar 13

Elementis (LON:ELM) Is Increasing Its Dividend To $0.0228

Elementis plc ( LON:ELM ) has announced that it will be increasing its dividend from last year's comparable payment on...
Analyseartikel Feb 22

Are Investors Undervaluing Elementis plc (LON:ELM) By 24%?

Key Insights Elementis' estimated fair value is UK£2.03 based on 2 Stage Free Cash Flow to Equity Current share price...
Analyseartikel Jan 09

Elementis (LON:ELM) Has More To Do To Multiply In Value Going Forward

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Analyseartikel Sep 20

Here's What To Make Of Elementis' (LON:ELM) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analyseartikel Jun 04

Should You Think About Buying Elementis plc (LON:ELM) Now?

While Elementis plc ( LON:ELM ) might not have the largest market cap around , it saw a decent share price growth of...
Analyseartikel Apr 25

It's Unlikely That Elementis plc's (LON:ELM) CEO Will See A Huge Pay Rise This Year

Key Insights Elementis to hold its Annual General Meeting on 30th of April Salary of US$1.02m is part of CEO Paul...
Analyseartikel Mar 16

Elementis (LON:ELM) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Elementis plc's ( LON:ELM ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
Analyseartikel Feb 17

Elementis plc (LON:ELM) Shares Could Be 47% Below Their Intrinsic Value Estimate

Key Insights Elementis' estimated fair value is UK£2.63 based on 2 Stage Free Cash Flow to Equity Current share price...
Analyseartikel Nov 06

At UK£1.24, Is It Time To Put Elementis plc (LON:ELM) On Your Watch List?

While Elementis plc ( LON:ELM ) might not be the most widely known stock at the moment, it saw a decent share price...
Analyseartikel Oct 19

Does Elementis (LON:ELM) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Sep 21

Are Investors Undervaluing Elementis plc (LON:ELM) By 45%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Elementis fair value estimate is UK£2.26 Elementis is...
Analyseartikel Jun 22

These 4 Measures Indicate That Elementis (LON:ELM) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Nov 13

Calculating The Fair Value Of Elementis plc (LON:ELM)

How far off is Elementis plc ( LON:ELM ) from its intrinsic value? Using the most recent financial data, we'll take a...

Analyse CEO-vergoeding

Hoe is Luc van Ravenstein's beloning veranderd ten opzichte van Elementis's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Dec 31 2025US$2mUS$497k

US$62m

Compensatie versus markt: De totale vergoeding ($USD 1.76M ) Luc } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de UK markt ($USD 1.58M ).

Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Luc te vergelijken met de prestaties van het bedrijf.


CEO

Luc van Ravenstein (47 yo)

1.1yrs
Tenure
US$1,756,564
Compensatie

Mr. Lucas van Ravenstein, also known as Luc, is CEO and Director of Elementis plc from April 29, 2025. He served as SVP of Global Performance Specialties at Elementis plc since 2023 until April 29, 2025 an...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Lucas van Ravenstein
CEO & Director1.1yrsUS$1.76m0.11%
£ 899.9k
Katharina Helen Kearney-Croft
Group CFO & Directorless than a yeargeen gegevens0.0057%
£ 48.4k
Joseph Lupia
Senior Vice President of Global Technologyno datageen gegevensgeen gegevens
Hannah Constantine
Group General Counselless than a yeargeen gegevensgeen gegevens
Chris Shepherd
Chief Human Resources Officer8.5yrsgeen gegevensgeen gegevens
Eric Waldmann
Chief Procurement Officerno datageen gegevensgeen gegevens
Huibin Zhao
VP of Coatings Asia & President of China6.3yrsgeen gegevensgeen gegevens
Stijn Dejonckheere
Chief Commercial Officer6yrsgeen gegevensgeen gegevens
Phil Blakeman
Global Sustainability Directorno datageen gegevensgeen gegevens
Colin Smith
Senior VP of Global Manufacturingless than a yeargeen gegevensgeen gegevens
1.1yrs
Gemiddelde duur
51yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van ELM wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.1 jaar), wat duidt op een nieuw team.


Bestuursleden

NaamPositieTenureCompensatieEigendom
Lucas van Ravenstein
CEO & Director1.1yrsUS$1.76m0.11%
£ 899.9k
Katharina Helen Kearney-Croft
Group CFO & Directorless than a yeargeen gegevens0.0057%
£ 48.4k
Christine Soden
Interim Senior Independent Director5.5yrsUS$103.80k0.0052%
£ 44.2k
Michael Humphrey
Independent Non-Executive Directorless than a yeargeen gegevensgeen gegevens
Christopher Mills
Non-Independent Non-Executive Director1.3yrsUS$82.23kgeen gegevens
Geertrui Schoolenberg
Independent Non-Executive Chairman4.2yrsUS$95.71k0.010%
£ 88.3k
Maria Ciliberti
Independent Non-Executive Director2.2yrsUS$82.23k0.0018%
£ 14.8k
Hin Yong Woon
Independent Non-Executive Director3.4yrsUS$95.71k0.0087%
£ 73.6k
1.8yrs
Gemiddelde duur
66.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van ELM wordt niet als ervaren beschouwd (gemiddelde ambtstermijn 1.8 jaar), wat duidt op een nieuw bestuur.


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 07:31
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Elementis plc wordt gevolgd door 22 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Amy LianBarclays
Anil ShenoyBarclays
James KnightBarclays