Announcement • Mar 19
Essentra plc Announces Stepping Down of Dupsy Abiola as Non-Executive Director Essentra plc announced that Dupsy Abiola will step down from her role as a Non-Executive Director at the AGM on 20 May 2026.
Dupsy joined Essentra in 2022 and during her tenure with the Company has served on the Nomination, ESG and Remuneration Committees. Announcement • Mar 13
Essentra plc Appoints Rowan Baker as Interim Company Secretary, Effective from 12 March, 2026 Essentra plc announced that with effect from 12 March, 2026 Rowan Baker, CFO and a Director of the Company, has been appointed Interim Company Secretary pending the appointment of a permanent company secretary. Announcement • Jan 29
Essentra plc to Report First Half, 2026 Results on Jul 29, 2026 Essentra plc announced that they will report first half, 2026 results on Jul 29, 2026 Announcement • Dec 18
Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million. Essentra plc (LSE:ESNT) acquired of Device Technologies, Inc. for $7.9 million on December 17, 2025. The total consideration comprises an initial cash payment of $6.7 million and deferred contingent cash consideration of up to $1.2 million, on a cash-free, debt-free basis.
For the period ending December 31, 2024, Device Technologies, Inc. reported total revenue of $6.5 million. Device Technologies is expected to deliver attractive revenue synergies through cross-selling opportunities into EMEA and APAC.
Essentra plc (LSE:ESNT) completed the acquisition of Device Technologies, Inc. on December 17, 2025. Announcement • Aug 08
Essentra plc Appoints Klaus G?ldenbot as Independent Non-Executive Director, Effective September 1, 2025 Essentra plc announced the appointment of Klaus G?ldenbot to the Board of Directors as an independent Non-Executive Director with effect from September 1, 2025. Klaus is a seasoned leader with significant experience of the global components industry. He was Chief Executive of Nisbets (2017-2020), one of Europe's largest B2B multi-channel distributors of catering equipment to commercial kitchens, and spent 15 years (2001 -2016) with Electrocomponents plc (now RS Group), holding a number of senior positions, including General Manager EMEA, Global Sales Director, and President. Klaus is currently a Non-Executive Director of Schurter AG, a leading electronic component manufacturer and solutions provider. Previously, he was a Non-Executive Director of Bulgin Limited, a leading manufacturer of environmentally sealed connectors and components. Announcement • Jul 31
Essentra plc Declares Interim Dividend for 2025, Payable on 24 October 2025 Essentra plc Board has declared a 2025 interim dividend of 0.8 pence per share. The interim dividend will be paid on 24 October 2025 to shareholders on the share register at the record date, being 19 September 2025. The ex-dividend date will be 18 September 2025. Announcement • Jan 06
Essentra plc Announces Board Changes Essentra plc confirmed further to the announcement on 10 September 2024, that Jack Clarke stood down as a director of the Board on 31 December 2024. As announced on 7 November 2024, Rowan Baker was appointed to the Board on 5 November 2024. Announcement • Sep 10
Essentra plc Announces CFO Changes, Effective November 5, 2024 Essentra plc announced the appointment of Rowan Baker to the Board as Chief Financial Officer with effect from 5 November 2024. Rowan will succeed Jack Clarke. Rowan is currently the Group Chief Financial Officer of Laing O'Rourke and, from 2017 to 2020, was the Chief Financial Officer of McCarthy Stone plc. Prior to joining McCarthy & Stone in 2012, she worked in finance for Barclays Bank plc and professional services for PwC. Rowan is also a non-executive Director at Vistry Group plc, a FTSE 100 housebuilder, where she is chair of the Audit Committee and a member of the Nomination and Remuneration Committees. Rowan has a master's degree in law from Cambridge University and is a qualified chartered accountant and chartered tax adviser. Announcement • Jul 30
Essentra plc Declares 2024 Interim Dividend, Payable on 25 October 2024 The Board of Essentra plc has declared a 2024 interim dividend of 1.25 pence per share (2023 interim: 1.20 pence). The interim dividend is in line with the Board's commitment to a progressive dividend policy maintaining full year dividend cover in the order of three times adjusted earnings. The interim dividend will be paid on 25 October 2024 to shareholders on the share register at the record date, being 20 September 2024. The ex-dividend date will be 19 September 2024. Essentra operates a Dividend Re-Investment Programme ("DRIP"), details of which are available from the Company's Registrars, Computershare Investor Services PLC. The final date for DRIP elections will be 4 October 2024. New Risk • May 24
New minor risk - Dividend sustainability The dividend is not well covered by earnings. Payout ratio: 183% Dividend yield: 2.1% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (183% payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (UK£97k sold). Announcement • May 23
Essentra plc Announces Board and Committee Changes Essentra plc announced the appointment of Steve Good to the Board as independent non-executive chair designate with effect from 1 July 2024. There will be a four-month induction and handover period during which Paul Lester will remain as chair. After nine years on the Board and in accordance with Provision 19 of the 2018 UK Corporate Governance Code, Paul will stand down as chair and from the Board on 1 November with Steve becoming chair. Steve has strong and relevant international experience in industrial businesses, manufacturing and B2B markets. He is currently non-executive board chair of Norcros plc and was until 2023 non-executive board chair of Devro plc and Zotefoams plc. He previously served as a non-executive director and remuneration committee chair of Elementis plc and Cape plc and as a non-executive director of Dialight plc. In his executive career Steve was chief executive of Low & Bonar plc from 2009 to 2014. Prior to joining Low & Bonar, he spent ten years with BTP plc (now part of Clariant) in a variety of leadership positions managing international specialty chemicals businesses. Steve will serve on the Essentra nomination committee which he will chair when Paul steps down. Upcoming Dividend • May 09
Upcoming dividend of UK£0.024 per share Eligible shareholders must have bought the stock before 16 May 2024. Payment date: 05 July 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (2.8%). Recent Insider Transactions • Apr 08
Chief Executive Officer recently sold UK£97k worth of stock On the 3rd of April, Scott Morgan Fawcett sold around 55k shares on-market at roughly UK£1.76 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Scott Morgan's only on-market trade for the last 12 months. New Risk • Mar 31
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company. Declared Dividend • Mar 21
Dividend of UK£0.024 announced Shareholders will receive a dividend of UK£0.024. Ex-date: 16th May 2024 Payment date: 5th July 2024 Dividend yield will be 2.1%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is not covered by earnings (183% earnings payout ratio). However, it is covered by cash flows (63% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 103% to bring the payout ratio under control. EPS is expected to grow by 192% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Reported Earnings • Mar 20
Full year 2023 earnings released: EPS: UK£0.02 (vs UK£0.12 loss in FY 2022) Full year 2023 results: EPS: UK£0.02 (up from UK£0.12 loss in FY 2022). Revenue: UK£316.3m (down 6.4% from FY 2022). Net income: UK£5.80m (up UK£41.1m from FY 2022). Profit margin: 1.8% (up from net loss in FY 2022). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.5% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Announcement • Oct 27
Essentra plc (LSE:ESNT) acquired Bmp Srl. Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023.Essentra plc (LSE:ESNT) completed the acquisition of Bmp Srl on October 26, 2023. Announcement • Sep 21
Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million. Essentra plc (LSE:ESNT) agreed to acquire Bmp Srl for €37 million on September 21, 2023. Consideration consists of initial cash consideration of €33.5 million and deferred contingent consideration of €3.5 million on cash and debt free basis. The transaction is subject to local government approvals and competition clearances. The transaction is expected to complete before the end of 2023. Upcoming Dividend • Sep 14
Upcoming dividend of UK£0.012 per share at 1.5% yield Eligible shareholders must have bought the stock before 21 September 2023. Payment date: 27 October 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (2.9%). Reported Earnings • Aug 17
First half 2023 earnings released: EPS: UK£0.026 (vs UK£0.034 loss in 1H 2022) First half 2023 results: EPS: UK£0.026 (up from UK£0.034 loss in 1H 2022). Revenue: UK£166.3m (down 5.5% from 1H 2022). Net income: UK£7.70m (up UK£17.9m from 1H 2022). Profit margin: 4.6% (up from net loss in 1H 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.6% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance. Announcement • May 16
Essentra plc Reaffirms Earnings Guidance for the Year 2023 Essentra plc reaffirmed earnings guidance for the year 2023. The Board remains confident in delivering adjusted operating profit for the first half of the year in line with its expectations, and the 2023 full year outlook remains unchanged. Buying Opportunity • May 12
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be UK£2.52, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 23% over the last 3 years. Meanwhile, the company became loss making. Upcoming Dividend • May 11
Upcoming dividend of UK£0.01 per share at 1.6% yield Eligible shareholders must have bought the stock before 18 May 2023. Payment date: 30 June 2023. The company is not currently making a profit and its cash payout ratio is 82%. Trailing yield: 1.6%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.3%). Buying Opportunity • Apr 17
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 8.6%. The fair value is estimated to be UK£2.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making. Buying Opportunity • Mar 31
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 19%. The fair value is estimated to be UK£2.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • Mar 30
Full year 2022 earnings released Full year 2022 results: Revenue: UK£337.9m (down 65% from FY 2021). Net loss: UK£35.3m (down 231% from profit in FY 2021). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Chemicals industry in the United Kingdom. Valuation Update With 7 Day Price Move • Mar 21
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to UK£1.75, the stock trades at a trailing P/E ratio of 50.9x. Average forward P/E is 11x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£1.98 per share. Upcoming Dividend • Mar 13
Upcoming dividend of UK£0.30 per share at 2.9% yield Eligible shareholders must have bought the stock before 20 March 2023. Payment date: 27 April 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.9%. Lower than top quartile of British dividend payers (5.8%). In line with average of industry peers (3.1%). Announcement • Feb 02
Essentra plc Announces Special Dividend, Payable on 27 April 2023 Essentra announced it will pay a special dividend of £90 million, representing approximately 29.8 pence per ordinary share. The Company intends to pay the Special Dividend on 27 April 2023 to shareholders on the register of the Company as at 18:00 (UK time) on 21 March 2023. The ordinary shares will be marked ex-dividend on 20 March 2023. Board Change • Jan 04
Less than half of directors are independent Following Non-Executive Director Kath Durrant's arrival on 01 January 2023, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Jan 02
Essentra plc to Report First Half, 2023 Results on Aug 16, 2023 Essentra plc announced that they will report first half, 2023 results on Aug 16, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Non-Executive Director Ralf Wunderlich was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Buying Opportunity • Oct 12
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 7.5%. The fair value is estimated to be UK£2.63, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.8% over the last 3 years. Earnings per share has declined by 56%. Revenue is forecast to decline by 29% in 2 years. Earnings is forecast to grow by 261% in the next 2 years. Valuation Update With 7 Day Price Move • Oct 03
Investor sentiment improved over the past week After last week's 15% share price gain to UK£2.10, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 17x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£3.85 per share. Upcoming Dividend • Sep 15
Upcoming dividend of UK£0.023 per share Eligible shareholders must have bought the stock before 22 September 2022. Payment date: 28 October 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of British dividend payers (5.6%). In line with average of industry peers (3.0%). Reported Earnings • Aug 18
First half 2022 earnings released: UK£0.019 loss per share (vs UK£0.066 profit in 1H 2021) First half 2022 results: UK£0.019 loss per share (down from UK£0.066 profit in 1H 2021). Revenue: UK£340.8m (down 28% from 1H 2021). Net loss: UK£5.80m (down 129% from profit in 1H 2021). Over the next year, revenue is expected to shrink by 15% compared to a 21% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Apr 14
Upcoming dividend of UK£0.04 per share Eligible shareholders must have bought the stock before 21 April 2022. Payment date: 01 June 2022. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of British dividend payers (4.6%). Lower than average of industry peers (2.7%). Board Change • Apr 09
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Nicki Demby was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Mar 19
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: UK£0.089 (up from UK£0.017 in FY 2020). Revenue: UK£959.7m (up 7.0% from FY 2020). Net income: UK£26.9m (up 498% from FY 2020). Profit margin: 2.8% (up from 0.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.8% compared to a 11% decline forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Oct 28
Investor sentiment improved over the past week After last week's 16% share price gain to UK£2.91, the stock trades at a trailing P/E ratio of 48.1x. Average forward P/E is 22x in the Chemicals industry in the United Kingdom. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£5.09 per share. Upcoming Dividend • Sep 16
Upcoming dividend of UK£0.02 per share Eligible shareholders must have bought the stock before 23 September 2021. Payment date: 29 October 2021. Trailing yield: 1.5%. Lower than top quartile of British dividend payers (3.9%). In line with average of industry peers (1.6%). Board Change • Aug 19
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Board Trainee & Non-Executive Director Dupsy Abiola was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Aug 01
First half 2021 earnings released: EPS UK£0.066 (vs UK£0.023 in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£474.9m (up 5.9% from 1H 2020). Net income: UK£19.9m (up 226% from 1H 2020). Profit margin: 4.2% (up from 1.4% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year whereas the company’s share price has fallen by 18% per year. Executive Departure • May 27
Senior Independent Non-Executive Director has left the company On the 20th of May, Tommy Breen's tenure as Senior Independent Non-Executive Director ended after 3.1 years in the role. As of March 2021, Tommy personally held 13.85k shares (UK£40k worth at the time). Tommy is the only executive to leave the company over the last 12 months. Upcoming Dividend • Apr 15
Upcoming dividend of UK£0.033 per share Eligible shareholders must have bought the stock before 22 April 2021. Payment date: 01 June 2021. Trailing yield: 1.1%. Lower than top quartile of British dividend payers (4.2%). Lower than average of industry peers (1.6%). Reported Earnings • Mar 25
Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Mar 11
New 90-day low: UK£2.88 The company is down 5.0% from its price of UK£3.02 on 11 December 2020. The British market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£3.66 per share. Reported Earnings • Mar 06
Full year 2020 earnings released: EPS UK£0.017 (vs UK£0.15 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£896.5m (down 8.0% from FY 2019). Net income: UK£4.50m (down 88% from FY 2019). Profit margin: 0.5% (down from 3.9% in FY 2019). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Analyst Estimate Surprise Post Earnings • Mar 06
Revenue misses expectations Revenue missed analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 9.3% compared to a 9.1% decline forecast for the Chemicals industry in the United Kingdom. Is New 90 Day High Low • Jan 08
New 90-day high: UK£3.30 The company is up 24% from its price of UK£2.66 on 09 October 2020. The British market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£2.51 per share. Is New 90 Day High Low • Dec 01
New 90-day high: UK£3.09 The company is up 8.0% from its price of UK£2.86 on 02 September 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£2.85 per share. 
