Johns Lyng Group Management

Management criteria checks 3/4

Johns Lyng Group's CEO is Scott Didier, appointed in Feb 2004, has a tenure of 20.25 years. total yearly compensation is A$1.69M, comprised of 27.9% salary and 72.1% bonuses, including company stock and options. directly owns 0.37% of the company’s shares, worth A$5.85M. The average tenure of the management team and the board of directors is 3.7 years and 6.4 years respectively.

Key information

Scott Didier

Chief executive officer

AU$1.7m

Total compensation

CEO salary percentage	27.9%
CEO tenure	20.3yrs
CEO ownership	0.4%
Management average tenure	3.7yrs
Board average tenure	6.4yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Scott Didier's remuneration changed compared to Johns Lyng Group's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	n/a	n/a	AU$45m
Sep 30 2023	n/a	n/a	AU$46m
Jun 30 2023	AU$2m	AU$471k	AU$47m
Mar 31 2023	n/a	n/a	AU$43m
Dec 31 2022	n/a	n/a	AU$38m
Sep 30 2022	n/a	n/a	AU$32m
Jun 30 2022	AU$1m	AU$487k	AU$25m
Mar 31 2022	n/a	n/a	AU$23m
Dec 31 2021	n/a	n/a	AU$21m
Sep 30 2021	n/a	n/a	AU$20m
Jun 30 2021	AU$1m	AU$443k	AU$19m
Mar 31 2021	n/a	n/a	AU$18m
Dec 31 2020	n/a	n/a	AU$18m
Sep 30 2020	n/a	n/a	AU$17m
Jun 30 2020	AU$975k	AU$480k	AU$16m
Mar 31 2020	n/a	n/a	AU$15m
Dec 31 2019	n/a	n/a	AU$13m
Sep 30 2019	n/a	n/a	AU$13m
Jun 30 2019	AU$854k	AU$480k	AU$13m
Mar 31 2019	n/a	n/a	AU$12m
Dec 31 2018	n/a	n/a	AU$12m
Sep 30 2018	n/a	n/a	AU$11m
Jun 30 2018	AU$612k	AU$414k	AU$11m
Mar 31 2018	n/a	n/a	AU$12m
Dec 31 2017	n/a	n/a	AU$13m
Sep 30 2017	n/a	n/a	AU$12m
Jun 30 2017	AU$419k	AU$299k	AU$10m

Compensation vs Market: Scott's total compensation ($USD1.12M) is about average for companies of similar size in the Australian market ($USD1.03M).

Compensation vs Earnings: Scott's compensation has increased by more than 20% in the past year.

CEO

Scott Didier

20.3yrs

Tenure

AU$1,688,934

Compensation

Mr. Scott Andrew Didier, A.M., has been Managing Director and Group Chief Executive Officer of Johns Lyng Group Ltd., since September 28, 2017 and February 2004 respectively. He serves as Executive Directo...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Scott Didier	MD, Group CEO & Executive Director	20.3yrs	AU$1.69m	0.37% A$ 5.8m
Matthew Lunn	Group Chief Financial Officer	no data	AU$1.35m	0.12% A$ 1.9m
Adrian Gleeson	Director of Investor & Business Relations and Executive Director	3.3yrs	AU$1.26m	0.59% A$ 9.2m
Nicholas Carnell	CEO of Australia & Executive Director	3.7yrs	AU$1.39m	0.83% A$ 13.0m
Alan Stuart	Head of Creative Services	19.3yrs	no data	no data
Shannon Coates	Company Secretary	less than a year	no data	no data

3.7yrs

Average Tenure

Experienced Management: JLG's management team is considered experienced (3.7 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Scott Didier	MD, Group CEO & Executive Director	6.7yrs	AU$1.69m	0.37% A$ 5.8m
Adrian Gleeson	Director of Investor & Business Relations and Executive Director	6.7yrs	AU$1.26m	0.59% A$ 9.2m
Nicholas Carnell	CEO of Australia & Executive Director	3.7yrs	AU$1.39m	0.83% A$ 13.0m
Alexander Silver	Director	less than a year	no data	no data
Robert Kelly	Non-Executive Director	6.4yrs	AU$70.00k	no data
Peter Nash	Independent Non-Executive Chairman	6.6yrs	AU$160.21k	0.14% A$ 2.2m
Peter Dixon	Independent Non-Executive Director	4.3yrs	AU$80.00k	0.029% A$ 448.8k
Larisa Moran	Non-Executive Director	5.7yrs	AU$80.00k	0.0019% A$ 30.2k
Curtis Mudd	Non-Executive Director	6.7yrs	AU$161.30k	0.26% A$ 4.1m

6.4yrs

Average Tenure

Experienced Board: JLG's board of directors are considered experienced (6.4 years average tenure).

Johns Lyng Group Management

Management criteria checks 3/4

Key information

Recent management updates

Board Member recently sold AU$618k worth of stock

Johns Lyng Group Limited Appoints Ms Shannon Coates as Company Secretary

Johns Lyng Group Limited, Annual General Meeting, Nov 23, 2023

Non-Executive Director recently sold AU$675k worth of stock

Johns Lyng Group Limited Announces Board Changes

Less than half of directors are independent

Recent updates

Now 20% undervalued after recent price drop

Board Member recently sold AU$618k worth of stock

Now 20% undervalued after recent price drop

Investor sentiment deteriorates as stock falls 16%

Now 21% undervalued

First half dividend of AU$0.047 announced

First half 2024 earnings released: EPS: AU$0.085 (vs AU$0.097 in 1H 2023)

Johns Lyng Group Limited to Report First Half, 2024 Results on Feb 27, 2024

Johns Lyng Group Limited Appoints Ms Shannon Coates as Company Secretary

Full year 2023 earnings released: EPS: AU$0.18 (vs AU$0.10 in FY 2022)

Johns Lyng Group Limited Announces Ordinary Fully Paid Dividend for the Period of Six Months Ended June 30, 2023, Payment Date of September 18, 2023

Johns Lyng Group Limited, Annual General Meeting, Nov 23, 2023

Johns Lyng Group Limited to Report Fiscal Year 2023 Results on Aug 29, 2023

New minor risk - Shareholder dilution

Johns Lyng Group Limited has completed a Follow-on Equity Offering in the amount of AUD 64.375 million.

Johns Lyng Group Limited (ASX:JLG) entered into a binding share purchase agreement to acquire 70% stake in Link Fire Holdings Pty Ltd for AUD 11.7 million.

Non-Executive Director recently sold AU$675k worth of stock

First half 2023 earnings released: EPS: AU$0.097 (vs AU$0.052 in 1H 2022)

Johns Lyng Group Limited Announces Board Changes

An unknown buyer acquired a 1.54% stake in Johns Lyng Group Limited (ASX:JLG) from Lindsay Barber.

Johns Lyng Group Limited Provides Sales Guidance for the Fiscal Year 2023

Johns Lyng Group Limited acquired 60% stake in A1 Estimates Pty Ltd for AUD 2.34 million.

Less than half of directors are independent

Johns Lyng Group Limited, Annual General Meeting, Nov 17, 2022

MD, CEO & Executive Director recently sold AU$25m worth of stock

Johns Lyng Group Limited Re-Confirms Earnings Guidance for the Fiscal Year 2023

Johns Lyng Group Limited Provides Financial Guidance for Fiscal Year 2023

Full year 2022 earnings released: EPS: AU$0.10 (vs AU$0.083 in FY 2021)

Johns Lyng Group Limited Declares a Fully Franked Final Dividend, Payable on 19 September 2022

Johns Lyng Group Limited (ASX:JLG) acquired Bright & Duggan Group Pty Ltd. from Trevor Bright for AUD 25.6 million.

Now 21% undervalued

Johns Lyng Group Limited to Report Fiscal Year 2022 Results on Aug 29, 2022

Non-Executive Director recently sold AU$1.3m worth of stock

Investor sentiment improved over the past week

Johns Lyng Group Limited Revises Earnings Guidance for the Year 2022

Board Member recently bought AU$439k worth of stock

COO & Executive Director recently sold AU$6.7m worth of stock

Johns Lyng Group Limited Provides Earnings Guidance for the Year 2022

Less than half of directors are independent

MD, CEO & Executive Director recently bought AU$984k worth of stock

First half 2022 earnings: EPS in line with analyst expectations despite revenue beat

Johns Lyng Group Limited Revises Earnings Guidance for the Fiscal Year 2022

Johns Lyng Group Limited to Report First Half, 2022 Results on Feb 22, 2022

Johns Lyng Group Limited has completed a Follow-on Equity Offering in the amount of AUD 42.686272 million.

MD, CEO & Executive Director recently bought AU$10.0m worth of stock

Johns Lyng Group Limited (ASX:JLG) entered into a binding share purchase agreement to acquire Reconstruction Experts Inc. for approximately $200 million.

Full year 2021 earnings released: EPS AU$0.083 (vs AU$0.071 in FY 2020)

Johns Lyng Group Limited (ASX:JLG) acquired 60% stake in Unitech Building Services from Anthony and Deborah Gorle for AUD 1.9 million.

Johns Lyng Group Limited (ASX:JLG) and MoneyMe Limited (ASX:MME) acquired Great Northern Pub in Byron Bay from Mooney family for around $80 million.

Johns Lyng Group Limited Upgrades Earnings Guidance for the Full Year of 2021

New 90-day high: AU$3.50

Revenue in line with expectations

First half 2021 earnings released: EPS AU$0.043 (vs AU$0.036 in 1H 2020)

Johns Lyng Group Limited Revises Earnings Guidance for 2021

New 90-day high: AU$3.30

Johns Lyng Group Limited to Report First Half, 2021 Results on Feb 23, 2021

New 90-day high: AU$3.23

Johns Lyng Group Enters into Partnership with RACQ

Johns Lyng Group Limited Announces Executive Changes, Effective November 30, 2020

New 90-day high: AU$3.16

New 90-day high: AU$2.80

Johns Lyng Group Enters into Contract with Chubb Insurance Australia Limited

New 90-day high: AU$2.77

New 90-day high - AU$2.73

Earnings released

Johns Lyng Group Limited to Report Fiscal Year 2020 Results on Aug 25, 2020

Johns Lyng Group Limited(ASX:JLG) dropped from S&P/ASX Emerging Companies Index

CEO Compensation Analysis

CEO