Orora Limited

ASX:ORA Aktierapport

Börsvärde: AU$1.6b

Orora Förvaltning

Förvaltning kriterier kontrolleras 3/4

Orora VD är Brian Lowe, utsedd i Oct 2019, har en mandatperiod på 6.58 år. totala årliga ersättningen är A$ 3.16M, bestående av 44.9% lön 55.1% bonusar, inklusive företagsaktier och optioner. äger direkt 0.13% av företagets aktier, värda A$ 2.00M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 2.3 år respektive 4.1 år.

Viktig information

Brian Lowe

Verkställande direktör

AU$3.2m

Total ersättning

VD-lön i procent44.93%
Anställning som VD6.6yrs
Ägande av VD0.1%
Ledningens genomsnittliga anställningstid2.3yrs
Styrelsens genomsnittliga mandatperiod4.1yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse May 20

ORA: Incoming CFO Appointment Will Support Re Rating Potential

Analysts have maintained their fair value target for Orora at A$1.86, with only modest adjustments to assumptions such as discount rate, revenue growth, profit margin and future P/E contributing to the updated price target narrative. What's in the News Orora appointed Paul Victor as Chief Financial Officer, effective November 4, 2026, following a search to replace outgoing CFO Shaun Hughes after six years with the company (Key Developments).
Ny berättelse Apr 27

Cans Expansion And Cost Programs Will Support Stable Margins And Fair Long Term Prospects

Catalysts About Orora Orora is a packaging company focused on beverage cans and premium glass for wine and spirits. What are the underlying business or industry changes driving this perspective?
Uppdatering av berättelse Apr 25

ORA: Buyback Plan And FY26 EBIT Focus Will Support Re Rating

Analysts have trimmed their price target on Orora from A$2.21 to A$1.86 to reflect updated assumptions for revenue growth, profit margins, valuation multiples and a neutral stance in recent research coverage. Analyst Commentary Street research with a neutral view on Orora focuses on how execution on revenue growth and margins could influence whether the shares trade closer to, or away from, revised valuation assumptions around A$1.86.
Ny berättelse Apr 10

Expanded Beverage Can Capacity And Premium Glass Demand Will Drive Stronger Future Performance

Catalysts About Orora Orora supplies beverage packaging, focused on aluminum cans and premium glass for wine and spirits customers across key global markets. What are the underlying business or industry changes driving this perspective?
Uppdatering av berättelse Apr 09

ORA: Neutral Stance And Buybacks Will Shape Future Market Re-Rating

Analysts have trimmed their price target for Orora from A$2.38 to A$2.21, reflecting a mix of slightly higher expected revenue growth, lower margin assumptions, a modestly higher discount rate, and a higher future P/E multiple following recent neutral research coverage. Analyst Commentary Recent neutral coverage on Orora has centred on how the revised A$2.21 price target lines up with the company’s execution risks and earnings profile, as well as where its P/E sits versus peers and its own history.
Uppdatering av berättelse Feb 13

ORA: Neutral Stance And Buybacks Will Shape Future Market Re-Rating

Analysts have trimmed their price target on Orora to about A$2.38 from roughly A$2.48. This reflects updated views on growth, profitability, and the appropriate P/E multiple following recent neutral research coverage.
Analysartikel Jan 20

What You Can Learn From Orora Limited's (ASX:ORA) P/E

With a price-to-earnings (or "P/E") ratio of 39.3x Orora Limited ( ASX:ORA ) may be sending very bearish signals at the...
Analysartikel Dec 09

Orora (ASX:ORA) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Aug 16

Orora (ASX:ORA) Is Due To Pay A Dividend Of A$0.05

Orora Limited ( ASX:ORA ) will pay a dividend of A$0.05 on the 7th of October. This makes the dividend yield 4.3...
Uppdatering av berättelse Aug 16

Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency

The consensus price target for Orora has been raised to A$2.48, primarily reflecting a significant improvement in revenue growth forecasts from -22.6% to 4.1% and a lower projected future P/E multiple. Valuation Changes Summary of Valuation Changes for Orora The Consensus Analyst Price Target has risen from A$2.31 to A$2.48.
Analysartikel Aug 14

Orora (ASX:ORA) Takes On Some Risk With Its Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analysartikel Mar 31

Orora Limited's (ASX:ORA) Intrinsic Value Is Potentially 91% Above Its Share Price

Key Insights Orora's estimated fair value is AU$3.59 based on 2 Stage Free Cash Flow to Equity Orora's AU$1.88 share...
User avatar
Ny berättelse Mar 17

Saverglass Modernization And Australasian Expansion Will Improve Future Operational Efficiency

Strategic divestitures and facility optimizations aim to enhance operational efficiency and net margins, supporting revenue growth and earnings improvement.
Analysartikel Feb 14

Orora Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Orora Limited ( ASX:ORA ) shareholders are probably feeling a little disappointed, since its shares fell 2.6% to...
Analysartikel Dec 24

Earnings Working Against Orora Limited's (ASX:ORA) Share Price

When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 20x, you may consider...
Analysartikel Jun 17

Risks To Shareholder Returns Are Elevated At These Prices For Orora Limited (ASX:ORA)

There wouldn't be many who think Orora Limited's ( ASX:ORA ) price-to-earnings (or "P/E") ratio of 18x is worth a...
Analysartikel Mar 14

These 4 Measures Indicate That Orora (ASX:ORA) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysartikel Feb 20

Orora Limited Just Missed EPS By 41%: Here's What Analysts Think Will Happen Next

It's shaping up to be a tough period for Orora Limited ( ASX:ORA ), which a week ago released some disappointing...
Analysartikel Jan 26

Orora Limited's (ASX:ORA) Shares May Have Run Too Fast Too Soon

There wouldn't be many who think Orora Limited's ( ASX:ORA ) price-to-earnings (or "P/E") ratio of 18.2x is worth a...
Analysartikel Dec 04

Analysts Are Betting On Orora Limited (ASX:ORA) With A Big Upgrade This Week

Shareholders in Orora Limited ( ASX:ORA ) may be thrilled to learn that the analysts have just delivered a major...
Analysartikel Aug 24

Orora (ASX:ORA) Is Increasing Its Dividend To A$0.09

Orora Limited ( ASX:ORA ) will increase its dividend from last year's comparable payment on the 9th of October to...
Analysartikel Jun 22

Orora Limited's (ASX:ORA) Intrinsic Value Is Potentially 92% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Orora fair value estimate is AU$6.33 Orora's AU$3.30 share...
Analysartikel Mar 31

These 4 Measures Indicate That Orora (ASX:ORA) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysartikel Feb 20

Orora (ASX:ORA) Is Increasing Its Dividend To A$0.085

Orora Limited ( ASX:ORA ) has announced that it will be increasing its periodic dividend on the 12th of April to...
Analysartikel Dec 13

Orora Limited's (ASX:ORA) Intrinsic Value Is Potentially 95% Above Its Share Price

Does the December share price for Orora Limited ( ASX:ORA ) reflect what it's really worth? Today, we will estimate the...
Analysartikel Oct 05

Does Orora (ASX:ORA) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysartikel Sep 20

If EPS Growth Is Important To You, Orora (ASX:ORA) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analysartikel Jun 06

Does Orora (ASX:ORA) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysartikel Apr 28

Is Orora Limited (ASX:ORA) Trading At A 50% Discount?

Today we will run through one way of estimating the intrinsic value of Orora Limited ( ASX:ORA ) by estimating the...
Analysartikel Feb 18

Orora (ASX:ORA) Is Increasing Its Dividend To AU$0.08

Orora Limited ( ASX:ORA ) has announced that it will be increasing its dividend on the 30th of March to AU$0.08. This...

Analys av ersättningar till VD

Hur har Brian Lowe:s ersättning förändrats jämfört med Orora:s resultat?
DatumTotal ersättningLönFöretagets resultat
Dec 31 2025n/an/a

AU$125m

Sep 30 2025n/an/a

AU$96m

Jun 30 2025AU$3mAU$1m

AU$66m

Mar 31 2025n/an/a

AU$69m

Dec 31 2024n/an/a

AU$72m

Sep 30 2024n/an/a

AU$81m

Jun 30 2024AU$3mAU$1m

AU$90m

Mar 31 2024n/an/a

AU$92m

Dec 31 2023n/an/a

AU$94m

Sep 30 2023n/an/a

AU$140m

Jun 30 2023AU$3mAU$1m

AU$185m

Mar 31 2023n/an/a

AU$189m

Dec 31 2022n/an/a

AU$193m

Sep 30 2022n/an/a

AU$190m

Jun 30 2022AU$3mAU$1m

AU$187m

Mar 31 2022n/an/a

AU$168m

Dec 31 2021n/an/a

AU$148m

Sep 30 2021n/an/a

AU$139m

Jun 30 2021AU$2mAU$1m

AU$130m

Mar 31 2021n/an/a

AU$82m

Dec 31 2020n/an/a

AU$35m

Sep 30 2020n/an/a

AU$31m

Jun 30 2020AU$2mAU$922k

AU$27m

Ersättning vs marknad: Brian s total kompensation ($USD 2.25M ) är över genomsnittet för företag av liknande storlek på Australian marknaden ($USD 1.15M ).

Ersättning vs inkomst: Ersättningen från Brian har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Brian Lowe

6.6yrs
Anställning
AU$3,159,325
Kompensation

Mr. Brian Phillip Lowe, MBA, serves as Managing Director, Chief Executive Officer and Director at Orora Limited since October 1, 2019. Mr. Lowe served as Group General Manager of Fibre at Orora Limited sin...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Brian Lowe
CEO, MD & Director6.6yrsAU$3.16m0.13%
A$ 2.0m
Shaun Hughes
Chief Financial Officer5.6yrsAU$1.91m0.028%
A$ 439.0k
Ann Stubbings
Chief Safetyno datainga uppgifteringa uppgifter
Angela Di Iorio
Chief People Officer2.3yrsinga uppgifteringa uppgifter
Emmanuel Ladent
President of Global Glass Businessless than a yearinga uppgifteringa uppgifter
Susannah Hodgens
Additional Company Secretary2.2yrsinga uppgifteringa uppgifter
2.3yrs
Genomsnittlig anställningstid

Erfaren ledning: ORA s ledningsgrupp anses vara erfaren ( 2.3 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Brian Lowe
CEO, MD & Director6.6yrsAU$3.16m0.13%
A$ 2.0m
Claude-Alain Tardy
Independent Non-Executive Director2.4yrsAU$241.18k0.0087%
A$ 138.9k
Michael Fraser
Independent Non-Executive Director4.1yrsAU$235.12k0.013%
A$ 214.5k
Thomas Gorman
Independent Non-Executive Director6.7yrsAU$235.12k0.0092%
A$ 146.9k
Alan Robert Sindel
Independent Non-Executive Chairman7.2yrsAU$426.54k0.018%
A$ 279.4k
Jacqueline McArthur
Independent Non-Executive Director1.1yrsAU$53.52k0.0029%
A$ 45.5k
Sarah Hofman
Independent Non-Executive Director2.2yrsAU$240.14k0.0024%
A$ 39.0k
4.1yrs
Genomsnittlig anställningstid
62.5yo
Genomsnittlig ålder

Erfaren styrelse: ORA s styrelse anses vara erfaren ( 4.1 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 04:42
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2025/12/31
Årlig intjäning2025/06/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Orora Limited bevakas av 20 analytiker. 12 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Benjamin BrayshawBarrenjoey Markets Pty Limited
Brook Campbell-CrawfordBarrenjoey Markets Pty Limited
Niraj-Samip ShahCGS International