Essentra Management
Management criteria checks 3/4
Essentra's CEO is Scott Morgan Fawcett, appointed in Jan 2023, has a tenure of 3.42 years. total yearly compensation is £811.00K, comprised of 70.4% salary and 29.6% bonuses, including company stock and options. directly owns 0.084% of the company’s shares, worth £198.42K. The average tenure of the management team and the board of directors is 2.3 years and 3.4 years respectively.
Key information
Scott Morgan Fawcett
Chief executive officer
UK£811.0k
Total compensation
| CEO salary percentage | 70.41% |
| CEO tenure | 3.4yrs |
| CEO ownership | 0.08% |
| Management average tenure | 2.3yrs |
| Board average tenure | 3.4yrs |
Recent management updates
Recent updates
Narrative Update • May 25
ESNT: Reset Dividend And Margin Assumptions Will Support Future Upside Potential
Analysts have trimmed their fair value estimate for Essentra, with the updated price target moving from about £1.76 to £1.67. This reflects recent research that cites a slightly higher discount rate, modestly adjusted growth and margin assumptions, and recent downgrades from major brokers.
Narrative Update • Apr 25
ESNT: FY25 Dividend Policy And Margin Outlook Will Support Re Rating
Analysts have reduced their fair value estimate for Essentra to £1.00 from £1.30, reflecting updated assumptions that include slightly higher discount rates, more modest revenue growth, softer profit margins, a lower future P/E, recent price target cuts and a downgrade in Street research. Analyst Commentary Recent Street research has turned more cautious on Essentra, with fresh reports highlighting reduced optimism on valuation, execution and growth visibility.Narrative Update • Apr 11
ESNT: Dividend Policy And Margin Outlook Will Support Future Upside Potential
Analysts have trimmed their price target on Essentra from £1.83 to £1.76, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Essentra recommends a final ordinary dividend of 1.2 pence per share for 2025, with a total 2025 dividend of 2.0 pence per share, compared with a final 1.55 pence and total 2.8 pence for 2024 (Key Developments).Analysis Article • Apr 06
We Think You Can Look Beyond Essentra's (LON:ESNT) Lackluster Earnings
Shareholders appeared unconcerned with Essentra plc's ( LON:ESNT ) lackluster earnings report last week. We did some...Narrative Update • Mar 27
ESNT: FY25 Margin Outlook And Dividend Policy Will Support Re Rating View
Analysts have trimmed their price target on Essentra by £1.30. This reflects updated assumptions for slightly lower revenue growth, a modestly reduced discount rate, a higher profit margin outlook and a reduced future P/E multiple.Narrative Update • Mar 13
ESNT: FY25 Guidance And Refined Assumptions Will Support A Re Rating View
Analysts have slightly reduced their price target for Essentra to reflect refreshed assumptions on discount rates, revenue growth, profit margins and future P/E, resulting in a modestly lower implied fair value in £ terms while keeping the overall thesis broadly unchanged. What's in the News Essentra issued earnings guidance for FY25, with group revenue expected to grow by 2.5% on a constant currency, like-for-like basis.Narrative Update • Feb 27
ESNT: FY25 Guidance And Revised Assumptions Will Support A Re Rating View
Analysts have adjusted their price target on Essentra to £1.30, with the change reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E. They see these assumptions as better aligning the valuation with current company fundamentals.Narrative Update • Feb 13
ESNT: Higher Future P/E Will Offset Softer Margins And Revenue Guidance
Analysts have modestly reduced their price target for Essentra to £1.83 from £1.89. This reflects updated views on slightly softer revenue growth, lower profit margin assumptions and a higher future P/E multiple.Narrative Update • Jan 30
ESNT: Guidance On FY25 Revenue Will Support A Rerating View
Analysts have trimmed their fair value estimate for Essentra from £1.70 to £1.30, citing a combination of slightly higher assumed revenue growth, a higher discount rate, a lower projected profit margin, and a marginally higher future P/E multiple. What's in the News Essentra issued earnings guidance for FY25, with Group revenue expected to grow by 2.5% on a constant currency, like for like basis, giving investors a reference point for management's current outlook (company guidance).Narrative Update • Jan 16
ESNT: Higher Future P/E Will Support Returns Despite Softer Margins
Analysts have trimmed their price targets for Essentra, reflecting updated assumptions for slightly lower revenue growth and profit margins. This has been partly offset by a higher assumed future P/E of 45.66x compared with the previous 35.36x.Analysis Article • Aug 08
We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings
LSE:ESNT 1 Year Share Price vs Fair Value Explore Essentra's Fair Values from the Community and select yours Essentra...Analysis Article • Aug 01
Essentra (LON:ESNT) Is Paying Out Less In Dividends Than Last Year
Essentra plc ( LON:ESNT ) is reducing its dividend to £0.008 on the 24th of Octoberwhich is 36% less than last year's...Analysis Article • Jun 27
These 4 Measures Indicate That Essentra (LON:ESNT) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analysis Article • Apr 05
Essentra (LON:ESNT) Is Due To Pay A Dividend Of £0.0155
The board of Essentra plc ( LON:ESNT ) has announced that it will pay a dividend on the 3rd of July, with investors...
New Narrative • Mar 23
Investments In Digitalization And Sustainability Will Expand Product Offerings And Strengthen Customer Retention
Strategic acquisitions and focus on efficiencies are enhancing Essentra's revenue streams and improving margins, aiding organic growth.Analysis Article • Mar 22
Essentra (LON:ESNT) Has Announced A Dividend Of £0.0155
Essentra plc ( LON:ESNT ) will pay a dividend of £0.0155 on the 3rd of July. However, the dividend yield of 2.7% still...Analysis Article • Sep 20
Essentra plc (LON:ESNT) Shares Could Be 42% Below Their Intrinsic Value Estimate
Key Insights Essentra's estimated fair value is UK£2.48 based on 2 Stage Free Cash Flow to Equity Essentra is estimated...Analysis Article • Mar 27
We Think You Should Be Aware Of Some Concerning Factors In Essentra's (LON:ESNT) Earnings
The recent earnings posted by Essentra plc ( LON:ESNT ) were solid, but the stock didn't move as much as we expected...Analysis Article • Aug 19
Essentra (LON:ESNT) Is Reducing Its Dividend To £0.012
Essentra plc's ( LON:ESNT ) dividend is being reduced from last year's payment covering the same period to £0.012 on...Analysis Article • Feb 03
Essentra plc (LON:ESNT) Shares Could Be 26% Above Their Intrinsic Value Estimate
How far off is Essentra plc ( LON:ESNT ) from its intrinsic value? Using the most recent financial data, we'll take a...Analysis Article • Dec 24
Essentra (LON:ESNT) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysis Article • Nov 03
Estimating The Intrinsic Value Of Essentra plc (LON:ESNT)
Today we will run through one way of estimating the intrinsic value of Essentra plc ( LON:ESNT ) by taking the expected...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Dec 31 2025 | UK£811k | UK£571k | UK£2m |
| Sep 30 2025 | n/a | n/a | UK£6m |
| Jun 30 2025 | n/a | n/a | UK£9m |
| Mar 31 2025 | n/a | n/a | UK£11m |
| Dec 31 2024 | UK£662k | UK£554k | UK£12m |
| Sep 30 2024 | n/a | n/a | UK£6m |
| Jun 30 2024 | n/a | n/a | UK£600k |
| Mar 31 2024 | n/a | n/a | UK£3m |
| Dec 31 2023 | UK£1m | UK£540k | UK£6m |
Compensation vs Market: Scott Morgan's total compensation ($USD1.08M) is about average for companies of similar size in the UK market ($USD1.17M).
Compensation vs Earnings: Scott Morgan's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
CEO
Scott Morgan Fawcett (55 yo)
3.4yrs
Tenure
UK£811,000
Compensation
Mr. Scott Morgan Taylor Fawcett serves as CEO & Executive Director of Essentra plc since January 1, 2023. He serves as Managing Director of Components Division at Essentra plc (formerly known as Filtrona p...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, MD of Components Division & Executive Director | 3.4yrs | UK£811.00k | 0.084% £ 198.4k | |
| CFO, Interim Company Secretary & Director | 1.6yrs | UK£588.00k | 0.019% £ 43.8k | |
| Chief Digital Information Officer | 3.8yrs | no data | no data | |
| Chief People Officer | less than a year | no data | no data | |
| Head of Governance | less than a year | no data | no data | |
| Managing Director of APAC | 2.4yrs | no data | no data | |
| ESG Director | no data | no data | no data | |
| Managing Director of Americas | 2.3yrs | no data | no data | |
| Deputy Company secretary | no data | no data | no data | |
| Site Operations Director of Essentra Kidlington | no data | no data | no data |
2.3yrs
Average Tenure
Experienced Management: ESNT's management team is considered experienced (2.3 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, MD of Components Division & Executive Director | 3.4yrs | UK£811.00k | 0.084% £ 198.4k | |
| CFO, Interim Company Secretary & Director | 1.6yrs | UK£588.00k | 0.019% £ 43.8k | |
| Independent Non-Executive Chairman | 1.9yrs | UK£230.00k | 0.051% £ 120.3k | |
| Independent Non-Executive Director | less than a year | UK£24.00k | no data | |
| Independent Non-Executive Director | 3.4yrs | UK£73.00k | 0.0066% £ 15.5k | |
| Senior Independent Director | 9yrs | UK£93.00k | 0.0058% £ 13.6k | |
| Independent Non-Executive Director | 5yrs | UK£91.00k | 0.0023% £ 5.5k |
3.4yrs
Average Tenure
59yo
Average Age
Experienced Board: ESNT's board of directors are considered experienced (3.4 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/05 03:53 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2025/12/31 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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
Essentra plc is covered by 15 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| James Bayliss | Berenberg |
| Calum Battersby | Berenberg |
| Michael O'Brien | Canaccord Genuity |