Reported Earnings • Aug 10
First half 2026 earnings released: EPS: UK£0.24 (vs UK£0.20 in 1H 2025) First half 2026 results: EPS: UK£0.24 (up from UK£0.20 in 1H 2025). Revenue: UK£95.2m (up 23% from 1H 2025). Net income: UK£11.6m (up 19% from 1H 2025). Profit margin: 12% (in line with 1H 2025). Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Declared Dividend • Aug 07
First half dividend increased to UK£0.026 Dividend of UK£0.026 is 5.2% higher than last year. Ex-date: 3rd September 2026 Payment date: 5th October 2026 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.8% over the next 3 years. However, it would need to fall by 83% to increase the payout ratio to a potentially unsustainable range. Announcement • Aug 06
Zotefoams plc Approves Interim Dividend for the Six Months Ended 30 June 2026, Payable on 5 October 2026 Zotefoams plc has approved an interim dividend of 2.63 pence per share for the six months ended 30 June 2026(HY 2025: 2.50 pence per share), an increase of 5.2%. The interim dividend will be paid on 5 October 2026 to shareholders on the Company's register at the close of business on 4 September 2026. Announcement • Jul 22
Zotefoams plc to Report First Half, 2026 Results on Aug 05, 2026 Zotefoams plc announced that they will report first half, 2026 results on Aug 05, 2026 Announcement • May 03
Zotefoams plc Confirms Final Dividend on Ordinary Share in Respect of the Year Ended 31 December 2025, Payable on 1 June 2026 Zotefoams plc confirmed that the final dividend of 5.35 pence per ordinary share in respect of the year ended 31 December 2025 will be paid on 1 June 2026 to shareholders on the register at close of business on 1 May 2026. Announcement • Apr 29
Zotefoams plc, Annual General Meeting, May 27, 2026 Zotefoams plc, Annual General Meeting, May 27, 2026. Location: 675 mitcham road, cr9 3al, croydon United Kingdom Announcement • Jan 22
Zotefoams plc Provides Unaudited Earnings Guidance for the Financial Year Ended 31 December 2025 Zotefoams plc provided unaudited earnings guidance for the financial year ended 31 December 2025. For the year, the company expects full year revenue of £158.5 million (2024: £147.8 million). This is slightly ahead of market expectations and represents strong year-on-year growth (+7.2%). Announcement • Nov 20
Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million. Zotefoams plc (LSE:ZTF) acquired Overseas Konstellation Company, S.A. for €36 million on November 18, 2025. An upfront cash consideration of €27.6 million, plus a deferred element of up to €8.4 million based on Overseas Konstellation Company's financial performance in 2026. The total consideration will be funded from Zotefoams existing financial resources. Following completion of the Acquisition, OKC will continue to operate from its existing facilities in Burgos and Anglesola, Spain. The current leadership team will remain in place for at least 12 months to ensure continuity for customers, employees, and partners.
The transaction reflects TEV/EBITDA multiple of 7x. For the period ending December 31, 2024, Overseas Konstellation Company, S.A. reported EBITDA of €5.3 million and revenue of €30.1 million.
Graham Herring, Tim Metcalfe and Zach Cohen of IFC Advisory Limited acted as financial advisor for Zotefoams plc.
Zotefoams plc (LSE:ZTF) completed the acquisition of Overseas Konstellation Company, S.A. on November 18, 2025. Announcement • Oct 25
Zotefoams plc Announces Board and Committee Changes Zotefoams plc announced the appointment of Jack Clarke as an independent Non-Executive Director of the Company and as a member of its Audit, Nomination and Remuneration Committees with effect from 28 October 2025. Jack brings to Zotefoams a wealth of relevant experience drawn from a long and successful executive career in senior strategy and finance roles, most recently, as CFO of Essentra plc, a FTSE global manufacturer of plastic and metal industrial components. Prior to that, he was CFO of Marshalls plc from 2014 until 2021, and between January 2010 and September 2014, he was initially the Strategy Director and then CFO of AMEC (E&I). Jack is a qualified chartered accountant and is currently a Non-Executive Director at FTSE SmallCap company, Capita plc, where he also chairs its Audit & Risk Committee. The Company also announces the retirement from the Board and its Committees of Doug Robertson on 31 December 2025. Jack will assume the role of Audit Committee Chair at this time and Non-Executive Director, Malcolm Swift, will become the Senior Independent Director alongside his existing role as Chair of the Board's Remuneration Committee. Announcement • Aug 28
Zotefoams plc Appoints Simon Comer as Its First Chief Strategy & Innovation Officer Zotefoams plc announced to strengthen leadership of innovation and strategic projects, the company has appointed Simon Comer as its first Chief Strategy & Innovation Officer, expanding on his previous role as Group Strategy & Delivery Director. In his new role, Simon will oversee the Innovation & Development team, the Results Delivery Office and corporate development, ensuring innovation is aligned with disciplined execution in support of the Group's strategic priorities. Announcement • May 22
Zotefoams plc Approves Final Dividend for Year Ended 31 December 2024, Payable on 2 June, 2025 Zotefoams plc announced that at its Annual General Meeting held on 22 May 2025, the company approved to declare a final dividend for the year ended 31 December 2024 of 5.10 pence per ordinary share, such dividend to be payable on 2 June 2025 to shareholders on the register of members of the Company at the close of business on 2 May 2025. Announcement • Apr 22
Zotefoams plc, Annual General Meeting, May 22, 2025 Zotefoams plc, Annual General Meeting, May 22, 2025. Location: the registered office of the company, 675 mitcham road, cr9 3al, croydon United Kingdom Announcement • Mar 03
Zotefoams plc Announces Retirement of Gary McGrathas Group CFO Zotefoams plc announced that, Gary McGrath, Group CFO, will retire from his role during 2025. A search process for Gary's successor is underway and the Board will provide an update once this has concluded. Gary will remain in his existing role until 31st October 2025, or longer if required, as part of a managed succession process. Announcement • Nov 04
Zotefoams plc Provides Earnings Guidance for the Full Year 2024 Zotefoams plc provided earnings guidance for the full year 2024. With the exception of T-FIT, which is generally heavily weighted to fourth quarter, the Group has good visibility of confirmed orders across most business units for the remainder of the year. As a consequence, and while the company is remain mindful of the risk of some continued demand volatility in certain sectors, the company expected to deliver significant revenue growth in 2024 over 2023. The Board is confident in the Group's ability to carry positive momentum through the remainder of the year. Based on its current sales forecasts and foreign exchange rates, and subject to there being no material disruption to the business, it expects revenue and adjusted profit before tax to be in line with current market expectations. Announcement • Aug 07
Zotefoams plc Approves Interim Dividend, Payable on 7 October 2024 Zotefoams plc announced an interim dividend of 2.38 pence per share was approved by the Board of Directors on 5 August 2024 (2023: 2.28 pence per share). It is payable on 7 October 2024 to shareholders who are on the register at 6 September 2024. Buy Or Sell Opportunity • May 24
Now 21% undervalued Over the last 90 days, the stock has risen 45% to UK£5.16. The fair value is estimated to be UK£6.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 7.8% per annum. Earnings are also forecast to grow by 19% per annum over the same time period. Valuation Update With 7 Day Price Move • May 17
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to UK£4.90, the stock trades at a forward P/E ratio of 22x. Average trailing P/E is 31x in the Chemicals industry in the United Kingdom. Total returns to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£6.66 per share. Upcoming Dividend • Apr 25
Upcoming dividend of UK£0.049 per share Eligible shareholders must have bought the stock before 02 May 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (3.0%). Reported Earnings • Apr 21
Full year 2023 earnings released: EPS: UK£0.19 (vs UK£0.21 in FY 2022) Full year 2023 results: EPS: UK£0.19 (down from UK£0.21 in FY 2022). Revenue: UK£127.0m (flat on FY 2022). Net income: UK£9.24m (down 7.6% from FY 2022). Profit margin: 7.3% (down from 7.9% in FY 2022). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 2.3% decline forecast for the Chemicals industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Declared Dividend • Mar 24
Final dividend increased to UK£0.049 Dividend of UK£0.049 is 6.1% higher than last year. Ex-date: 2nd May 2024 Payment date: 3rd June 2024 Dividend yield will be 1.9%, which is lower than the industry average of 3.0%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 3.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 65% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 20
Full year 2023 earnings released: EPS: UK£0.19 (vs UK£0.21 in FY 2022) Full year 2023 results: EPS: UK£0.19 (down from UK£0.21 in FY 2022). Revenue: UK£127.0m (flat on FY 2022). Net income: UK£9.24m (down 7.6% from FY 2022). Profit margin: 7.3% (down from 7.9% in FY 2022). Revenue is forecast to grow 7.8% 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 increased by 17% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. New Risk • Feb 24
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). Share price has been volatile over the past 3 months (8.7% average weekly change). New Risk • Jan 18
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Buying Opportunity • Oct 06
Now 20% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be UK£4.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 10% in 2 years. Earnings is forecast to grow by 12% in the next 2 years. Board Change • Oct 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Independent Non-Executive Chairman Lynn Drummond was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 
