Elementis plc

LSE:ELM Stock Report

Market Cap: UK£879.5m

Elementis Future Growth

Future criteria checks 2/6

Elementis is forecast to grow earnings and revenue by 13.7% and 2.9% per annum respectively. EPS is expected to grow by 14.4% per annum. Return on equity is forecast to be 12.3% in 3 years.

Key information

13.7%

Earnings growth rate

14.45%

EPS growth rate

Chemicals earnings growth40.5%
Revenue growth rate2.9%
Future return on equity12.30%
Analyst coverage

Good

Last updated29 May 2026

Recent future growth updates

Recent updates

Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Narrative Update 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).
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Narrative Update 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.
Analysis Article 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...
Narrative Update 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.
Analysis Article 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...
User avatar
New Narrative 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.
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...
Analysis Article 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...

Earnings and Revenue Growth Forecasts

LSE:ELM - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/202865293811143
12/31/202762987821126
12/31/20266077873936
12/31/2025598625174N/A
9/30/2025598596584N/A
6/30/2025732-415794N/A
3/31/2025735-456097N/A
12/31/20246044983100N/A
9/30/20246344086111N/A
6/30/20246643190121N/A
3/31/2024689306499N/A
12/31/2023713283977N/A
9/30/2023713-132862N/A
6/30/2023713-551648N/A
3/31/2023725-593063N/A
12/31/2022736-634377N/A
6/30/2022645-182973N/A
3/31/2022677-132170N/A
12/31/2021709-81467N/A
9/30/202184973082N/A
6/30/2021817124798N/A
3/31/2021784-2856102N/A
12/31/2020751-6765107N/A
9/30/2020781-5672113N/A
6/30/2020810-4579119N/A
3/31/2020842187131N/A
12/31/20198744695143N/A
9/30/201986253N/A119N/A
6/30/201985159N/A94N/A
3/31/201983654N/A89N/A
12/31/201882250N/A84N/A
6/30/2018821107N/A99N/A
3/31/2018802110N/A107N/A
12/31/2017783113N/A115N/A
6/30/201766668N/A127N/A
3/31/201764168N/A123N/A
12/31/201661769N/A118N/A
9/30/201665575N/A123N/A
6/30/201665180N/A128N/A
3/31/201666487N/A120N/A
12/31/201567795N/A112N/A
9/30/2015714132N/A114N/A
6/30/2015751169N/A116N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ELM's forecast earnings growth (13.7% per year) is above the savings rate (3.4%).

Earnings vs Market: ELM's earnings (13.7% per year) are forecast to grow faster than the UK market (11.6% per year).

High Growth Earnings: ELM's earnings are forecast to grow, but not significantly.

Revenue vs Market: ELM's revenue (2.9% per year) is forecast to grow slower than the UK market (4.5% per year).

High Growth Revenue: ELM's revenue (2.9% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: ELM's Return on Equity is forecast to be low in 3 years time (12.3%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/29 17:31
End of Day Share Price 2026/05/29 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Elementis plc is covered by 22 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Amy LianBarclays
Anil ShenoyBarclays
James KnightBarclays