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Morgan Advanced Materials plc Stock Price

LSE:MGAM Community·UK£587.0m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 29 Fair Values set on narratives written by author

MGAM Share Price Performance

UK£2.12
-0.58 (-21.48%)
UK£2.10
Fair Value
UK£2.12
-0.58 (-21.48%)
1.0% overvalued intrinsic discount
UK£2.10
Fair Value
Price UK£2.12
AnalystLowTarget UK£2.10
AnalystConsensusTarget UK£2.34
AnalystHighTarget UK£3.30

MGAM Community Narratives

AnalystLowTarget·
Fair Value UK£2.1 1.0% overvalued intrinsic discount

Weak Semiconductor Demand Will Test Stability Yet Efficiency Eases Downturn

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0users have followed this narrative
AnalystConsensusTarget·
Fair Value UK£2.34 9.6% undervalued intrinsic discount

Semiconductor Capacity Expansion And Decarbonization Will Unlock New Opportunities

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20users have followed this narrative
AnalystHighTarget·
Fair Value UK£3.4 37.6% undervalued intrinsic discount

Clean Energy And Digitalization Will Unlock Advanced Materials Potential

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1users have followed this narrative

Trending Discussion

Updated Narratives

MGAM logo

MGAM: Future Returns Will Reflect Resilient Margins Despite Lowered Price Expectation

Fair Value: UK£2.34 9.6% undervalued intrinsic discount
20 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
MGAM logo

Weak Semiconductor Demand Will Test Stability Yet Efficiency Eases Downturn

Fair Value: UK£2.1 1.0% overvalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
MGAM logo

Clean Energy And Digitalization Will Unlock Advanced Materials Potential

Fair Value: UK£3.4 37.6% undervalued intrinsic discount
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet with slight risk.

4 Risks
2 Rewards

Morgan Advanced Materials plc Key Details

UK£1.1b

Revenue

UK£935.6m

Cost of Revenue

UK£115.1m

Gross Profit

UK£87.3m

Other Expenses

UK£27.8m

Earnings

Last Reported Earnings
Jun 30, 2025
Next Reporting Earnings
n/a
0.10
10.95%
2.65%
94.7%
View Full Analysis

About MGAM

Founded
1856
Employees
8479
CEO
Damien Caby
WebsiteView website
www.morganadvancedmaterials.com

Morgan Advanced Materials plc manufactures and sells various carbon and ceramic products. The company operates through Thermal Products, Performance Carbon, and Technical Ceramics segments. The Thermal Products segment manufactures products, systems, and solutions, such as crucibles, foundry products, furnace industries furnace range products, insulating fibre and microporous products, firebricks and mortars, and heat shields used in industrial metal processing, petrochemicals, cement, ceramics, and glass, as well as by manufacturers of equipment for aerospace, automotive, marine, and domestic applications. The Performance Carbon segment develops and manufactures carbon, graphite, and carbide products, including semiconductor consumables, collector strips and carbon brushes, graphite powders, face seals, sliding bearings, shafts, and rotary vane pump components for charging and driving EVs, wind turbines, and power generation, as well as for the security and defense sector. The Technical Ceramics segment designs and manufactures ceramic components comprising structural ceramic components, engineered coatings, ceramic cores, ceramic-to-metal assemblies, braze alloys, ceramic tubes and rollers, extruded products, laser products, semiconductor products, and machinable glass ceramic products. The company serves semiconductors, healthcare, clean energy and transportation, industrial, conventional transportation, petrochemical and chemical, and security and defense markets. It operates in the United States, rest of North America, South America, Germany, the United Kingdom, rest of Europe, China, rest of Asia, Australasia, the Middle East, and Africa. The company was formerly known as The Morgan Crucible Company plc and changed its name to Morgan Advanced Materials plc in March 2013. Morgan Advanced Materials plc was founded in 1856 and is headquartered in Windsor, the United Kingdom.

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