Duyuru • Apr 01
Yü Group PLC, Annual General Meeting, May 21, 2026 Yü Group PLC, Annual General Meeting, May 21, 2026. Location: the offices of panmure liberum, ropemaker place, level 12, 25 ropemaker street, ec2y 9ly, london United Kingdom Declared Dividend • Mar 19
Final dividend increased to UK£0.45 Dividend of UK£0.45 is 9.8% higher than last year. Ex-date: 28th May 2026 Payment date: 18th June 2026 Dividend yield will be 3.9%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 51% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 18
Full year 2025 earnings: EPS in line with expectations, revenues disappoint Full year 2025 results: EPS: UK£2.14 (up from UK£2.00 in FY 2024). Revenue: UK£700.4m (up 8.5% from FY 2024). Net income: UK£35.9m (up 7.2% from FY 2024). Profit margin: 5.1% (down from 5.2% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Renewable Energy industry in Europe. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Dec 14
Yü Group PLC Announces Retirement of Non-Executive Directors John Glasgow and Tony Perkins Yu Group PLC announced the upcoming retirement of two non-executive directors. John Glasgow, Board Non-Executive Director, and Tony Perkins, Senior Independent Director, have both informed the Board of their intention to retire during 2026. A search for their successors is underway, and both John and Tony will remain in their existing roles until such time as a successor for each is appointed. John Glasgow joined the board in 2016, contributing to the company's growth from £5 million in revenues in 2015 to £645 million in 2024. Tony Perkins joined in 2020, strengthened audit function and risk governance, and chaired the Audit Committee. Upcoming Dividend • Nov 13
Upcoming dividend of UK£0.22 per share Eligible shareholders must have bought the stock before 20 November 2025. Payment date: 19 December 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of British dividend payers (5.5%). Higher than average of industry peers (3.0%). Duyuru • Oct 21
Yü Group PLC Appoints Andy Hughes as Chief Operating Officer Yu Group PLC announced that it has appointed Andy Hughes as Chief Operating Officer. Hughes previously served as CEO of Water Plus and Director of Operations at Severn Trent. Reported Earnings • Sep 26
First half 2025 earnings released: EPS: UK£0.98 (vs UK£0.88 in 1H 2024) First half 2025 results: EPS: UK£0.98 (up from UK£0.88 in 1H 2024). Revenue: UK£341.0m (up 9.1% from 1H 2024). Net income: UK£16.5m (up 13% from 1H 2024). Profit margin: 4.8% (up from 4.7% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Renewable Energy industry in Europe. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has increased by 97% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Sep 25
First half dividend increased to UK£0.22 Dividend of UK£0.22 is 16% higher than last year. Ex-date: 20th November 2025 Payment date: 19th December 2025 Dividend yield will be 4.1%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 51% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Recent Insider Transactions Derivative • Jul 23
CFO, Secretary & Executive Director exercised options to buy UK£1.2m worth of stock. On the 22nd of July, Paul Rawson exercised options to buy 78k shares at a strike price of around UK£15.03, costing a total of UK£1.2m. This transaction amounted to 84% of their direct individual holding at the time of the trade. Since December 2024, Paul's direct individual holding has increased from 92.97k shares to 170.82k. Company insiders have collectively bought UK£1.1m more than they sold, via options and on-market transactions, in the last 12 months. Duyuru • Jul 22
Yü Group PLC Provides Earnings Guidance for the Year 2025 Yü Group PLC provided earnings guidance for the year 2025. For the year, the Group is on target to deliver EPS for FY25 in-line with current market expectations against a backdrop of normalising energy wholesale prices that have created a more competitive pricing environment. Upcoming Dividend • May 22
Upcoming dividend of UK£0.41 per share Eligible shareholders must have bought the stock before 29 May 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.7%. Lower than top quartile of British dividend payers (5.7%). Lower than average of industry peers (4.6%). Valuation Update With 7 Day Price Move • Apr 24
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to UK£17.30, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Renewable Energy industry in Europe. Total returns to shareholders of 691% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at UK£27.19 per share. Duyuru • Apr 04
Yü Group PLC, Annual General Meeting, May 22, 2025 Yü Group PLC, Annual General Meeting, May 22, 2025. Location: the offices of panmure liberum capital limited, ropemaker place, 25 ropemaker street, ec2y 9ly, london United Kingdom Major Estimate Revision • Mar 26
Consensus EPS estimates increase by 10%, revenue downgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from UK£744.7m to UK£735.9m. EPS estimate rose from UK£1.91 to UK£2.10. Net income forecast to grow 8.3% next year vs 1.0% growth forecast for Renewable Energy industry in the United Kingdom. Consensus price target broadly unchanged at UK£20.65. Share price rose 3.3% to UK£15.80 over the past week. Declared Dividend • Mar 20
Final dividend increased to UK£0.41 Dividend of UK£0.41 is 11% higher than last year. Ex-date: 29th May 2025 Payment date: 19th June 2025 Dividend yield will be 3.8%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (16% cash payout ratio). The dividend has increased by an average of 51% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 11% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 18
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: UK£2.00 (up from UK£1.85 in FY 2023). Revenue: UK£645.5m (up 40% from FY 2023). Net income: UK£33.5m (up 8.6% from FY 2023). Profit margin: 5.2% (down from 6.7% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Renewable Energy industry in Europe. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Jan 21
Now 27% undervalued The stock has been flat over the last 90 days, currently trading at UK£16.80. The fair value is estimated to be UK£23.13, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 49% over the last 3 years. Earnings per share has grown by 87%. Revenue is forecast to grow by 20% in a year. Earnings are forecast to decline by 8.7% in the next year. Duyuru • Jan 21
Yü Group PLC to Report Fiscal Year 2024 Final Results on Mar 18, 2025 Yü Group PLC announced that they will report fiscal year 2024 final results on Mar 18, 2025 Recent Insider Transactions • Dec 22
Independent Non Executive Director recently sold UK£81k worth of stock On the 19th of December, John Glasgow sold around 5k shares on-market at roughly UK£17.63 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of UK£223k more than they bought in the last 12 months. Upcoming Dividend • Nov 14
Upcoming dividend of UK£0.19 per share Eligible shareholders must have bought the stock before 21 November 2024. Payment date: 20 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (5.9%). Lower than average of industry peers (4.0%). Declared Dividend • Sep 26
First half dividend increased to UK£0.19 Dividend of UK£0.19 is 533% higher than last year. Ex-date: 21st November 2024 Payment date: 20th December 2024 Dividend yield will be 3.8%, which is higher than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (11% cash payout ratio). The dividend has increased by an average of 51% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to decline by 9.6% over the next year. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range. Reported Earnings • Sep 25
First half 2024 earnings released: EPS: UK£0.88 (vs UK£0.44 in 1H 2023) First half 2024 results: EPS: UK£0.88 (up from UK£0.44 in 1H 2023). Revenue: UK£312.7m (up 60% from 1H 2023). Net income: UK£14.7m (up 101% from 1H 2023). Profit margin: 4.7% (up from 3.8% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Renewable Energy industry in Europe. Over the last 3 years on average, earnings per share has increased by 87% per year but the company’s share price has only increased by 81% per year, which means it is significantly lagging earnings growth. New Risk • Sep 24
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.8% average weekly change). Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to UK£14.50, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Renewable Energy industry in Europe. Total returns to shareholders of 480% over the past three years. Duyuru • Jul 17
Yü Group PLC to Report Q2, 2024 Results on Sep 24, 2024 Yü Group PLC announced that they will report Q2, 2024 results on Sep 24, 2024 Duyuru • May 25
Yü Group PLC Approves Final Dividend for the Year Ended 31 December 2023, Payable on 20 June 2024 Yü Group PLC announced that all resolutions proposed at the Company's Annual General Meeting were passed on a poll. Accordingly, the Company will pay a final dividend of 37 pence (2022: 3 pence) in relation to the year ended 31 December 2023. The dividend will be payable on 20 June 2024 to all shareholders on the register on 31 May 2024 and the shares will go ex-dividend on 30 May 2024. Upcoming Dividend • May 23
Upcoming dividend of UK£0.37 per share Eligible shareholders must have bought the stock before 30 May 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of British dividend payers (5.6%). Lower than average of industry peers (3.7%). Recent Insider Transactions Derivative • May 20
CFO, Secretary & Executive Director exercised options and sold UK£2.0m worth of stock On the 17th of May, Paul Rawson exercised 121k options at a strike price of around UK£0.005 and sold these shares for an average price of UK£16.56 per share. This trade did not impact their existing holding. Since September 2023, Paul has owned 171.36k shares directly. Company insiders have collectively sold UK£3.9m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Apr 25
Managing Director of Yü Retail recently sold UK£142k worth of stock On the 23rd of April, David Crowe sold around 7k shares on-market at roughly UK£19.29 per share. This transaction amounted to 48% 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 the only on-market transaction from insiders over the last 12 months. Duyuru • Apr 05
Yü Group PLC, Annual General Meeting, May 23, 2024 Yü Group PLC, Annual General Meeting, May 23, 2024, at 09:30 Coordinated Universal Time. Location: Osborne Clarke LLP, One London Wall London United Kingdom Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to UK£17.50, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Renewable Energy industry in Europe. Total returns to shareholders of 498% over the past three years. Declared Dividend • Mar 21
Final dividend increased to UK£0.37 Dividend of UK£0.37 is 1,133% higher than last year. Ex-date: 30th May 2024 Payment date: 20th June 2024 Dividend yield will be 2.6%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 51% per year over the past 8 years. However, payments have been volatile during that time. EPS is expected to grow by 2.8% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 20
Full year 2023 earnings released: EPS: UK£1.85 (vs UK£0.29 in FY 2022) Full year 2023 results: EPS: UK£1.85 (up from UK£0.29 in FY 2022). Revenue: UK£460.0m (up 65% from FY 2022). Net income: UK£30.9m (up UK£26.1m from FY 2022). Profit margin: 6.7% (up from 1.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Renewable Energy industry in Europe. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 58% per year, which means it is significantly lagging earnings growth. Duyuru • Feb 23
Yü Group PLC to Report Q4, 2023 Results on Mar 19, 2024 Yü Group PLC announced that they will report Q4, 2023 results on Mar 19, 2024 Valuation Update With 7 Day Price Move • Jan 19
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to UK£10.90, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Renewable Energy industry in Europe. Total returns to shareholders of 816% over the past three years. Upcoming Dividend • Nov 17
Upcoming dividend of UK£0.03 per share at 0.6% yield Eligible shareholders must have bought the stock before 23 November 2023. Payment date: 20 December 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (6.3%). Lower than average of industry peers (3.6%). Valuation Update With 7 Day Price Move • Oct 26
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to UK£10.05, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 15x in the Renewable Energy industry in Europe. Total returns to shareholders of 1,068% over the past three years. Valuation Update With 7 Day Price Move • Oct 03
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to UK£12.00, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Renewable Energy industry in Europe. Total returns to shareholders of 1,170% over the past three years. Reported Earnings • Sep 28
First half 2023 earnings released: EPS: UK£0.44 (vs UK£0.27 in 1H 2022) First half 2023 results: EPS: UK£0.44 (up from UK£0.27 in 1H 2022). Revenue: UK£194.9m (up 51% from 1H 2022). Net income: UK£7.31m (up 65% from 1H 2022). Profit margin: 3.8% (up from 3.4% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 10% decline forecast for the Renewable Energy industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 88% per year but the company’s share price has increased by 131% per year, which means it is tracking significantly ahead of earnings growth. Duyuru • Sep 26
Yü Group PLC Declares Interim Dividend, Payable on 20 December 2023 The board of Yü Group PLC is now declaring a 3 pence per share interim dividend (First half 2022: nil), equating to a payment of £0.5 million. The shares will go ex-dividend on 23 November 2023 and the record date is 24 November 2023, with a payment date of 20 December 2023. Valuation Update With 7 Day Price Move • Aug 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to UK£9.80, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Renewable Energy industry in Europe. Total returns to shareholders of 1,171% over the past three years. Duyuru • Jul 25
Yü Group PLC to Report First Half, 2023 Results on Sep 26, 2023 Yü Group PLC announced that they will report first half, 2023 results on Sep 26, 2023 Valuation Update With 7 Day Price Move • Jul 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to UK£7.46, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 20x in the Renewable Energy industry in Europe. Total returns to shareholders of 868% over the past three years. Valuation Update With 7 Day Price Move • Jun 07
Investor sentiment improves as stock rises 45% After last week's 45% share price gain to UK£6.66, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 18x in the Renewable Energy industry in Europe. Total returns to shareholders of 490% over the past three years. Major Estimate Revision • Jun 01
Consensus revenue estimates increase by 17% The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from UK£334.2m to UK£389.4m. EPS estimate increased from UK£0.507 to UK£0.576 per share. Net income forecast to grow 99% next year vs 14% growth forecast for Renewable Energy industry in the United Kingdom. Consensus price target up from UK£9.33 to UK£10.14. Share price rose 18% to UK£5.95 over the past week. Upcoming Dividend • May 25
Upcoming dividend of UK£0.03 per share at 0.6% yield Eligible shareholders must have bought the stock before 01 June 2023. Payment date: 20 June 2023. Trailing yield: 0.6%. Lower than top quartile of British dividend payers (5.8%). Lower than average of industry peers (2.7%). Valuation Update With 7 Day Price Move • May 23
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to UK£4.96, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 20x in the Renewable Energy industry in Europe. Total returns to shareholders of 451% over the past three years. Duyuru • May 19
Yü Group PLC Approves Final Dividend for the Year 2022, Payable on 20 June 2023 Yü Group PLC announces that a resolution proposed at the Company's AGM held May 18, 2023 was duly passed. Accordingly, the Company will pay a final dividend of 3 pence (2021: nil). The dividend will be payable on 20 June 2023 to all shareholders on the register on 2 June 2023 and the shares will go ex-dividend on 1 June 2023. Valuation Update With 7 Day Price Move • Mar 24
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to UK£4.90, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 21x in the Renewable Energy industry in Europe. Total returns to shareholders of 626% over the past three years. Reported Earnings • Mar 15
Full year 2022 earnings released: EPS: UK£0.29 (vs UK£0.27 in FY 2021) Full year 2022 results: EPS: UK£0.29 (up from UK£0.27 in FY 2021). Revenue: UK£278.6m (up 79% from FY 2021). Net income: UK£4.77m (up 7.1% from FY 2021). Profit margin: 1.7% (down from 2.9% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 11% decline forecast for the Renewable Energy industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has only increased by 93% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Mar 01
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to UK£7.40, the stock trades at a trailing P/E ratio of 15.5x. Average forward P/E is 22x in the Renewable Energy industry in Europe. Total returns to shareholders of 588% over the past three years. Board Change • Feb 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. Independent Non-Executive Chairman Robin Francis Bryant was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Valuation Update With 7 Day Price Move • Jan 16
Investor sentiment improved over the past week After last week's 23% share price gain to UK£6.20, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 21x in the Renewable Energy industry in Europe. Total returns to shareholders of 439% over the past three years. Valuation Update With 7 Day Price Move • Dec 22
Investor sentiment improved over the past week After last week's 20% share price gain to UK£4.95, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Renewable Energy industry in Europe. Total returns to shareholders of 444% over the past three years. Major Estimate Revision • Nov 29
Consensus revenue estimates increase by 14% The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from UK£229.5m to UK£261.3m. EPS estimate increased from UK£0.42 to UK£0.43 per share. Net income forecast to shrink 9.7% next year vs 12% growth forecast for Renewable Energy industry in the United Kingdom . Consensus price target up from UK£5.91 to UK£6.79. Share price rose 14% to UK£3.58 over the past week. Valuation Update With 7 Day Price Move • Nov 28
Investor sentiment improved over the past week After last week's 18% share price gain to UK£3.53, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 21x in the Renewable Energy industry in Europe. Total returns to shareholders of 333% over the past three years. Duyuru • Nov 28
Yü Group PLC Provides Earnings Forecast for the Full Year 2022 Yü Group PLC provided earnings forecast for the full year 2022. The board expecting revenue of approximately £260 million for fiscal year 2022, being a 67% annual growth rate. Valuation Update With 7 Day Price Move • Oct 13
Investor sentiment improved over the past week After last week's 18% share price gain to UK£2.45, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 20x in the Renewable Energy industry in Europe. Total returns to shareholders of 201% over the past three years. Major Estimate Revision • Oct 04
Consensus EPS estimates increase by 146% The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from UK£232.0m to UK£237.5m. EPS estimate increased from UK£0.17 to UK£0.43 per share. Net income forecast to shrink 13% next year vs 13% growth forecast for Renewable Energy industry in the United Kingdom . Consensus price target broadly unchanged at UK£6.12. Share price fell 7.0% to UK£2.00 over the past week. Reported Earnings • Sep 27
First half 2022 earnings released: EPS: UK£0.27 (vs UK£0.057 in 1H 2021) First half 2022 results: EPS: UK£0.27 (up from UK£0.057 in 1H 2021). Revenue: UK£129.2m (up 96% from 1H 2021). Net income: UK£4.44m (up 382% from 1H 2021). Profit margin: 3.4% (up from 1.4% in 1H 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Renewable Energy industry in Europe. Over the last 3 years on average, earnings per share has increased by 122% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Sep 16
Investor sentiment improved over the past week After last week's 17% share price gain to UK£2.05, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Renewable Energy industry in Europe. Total returns to shareholders of 78% over the past three years. Duyuru • Sep 01
Yü Group PLC to Report First Half, 2022 Results on Sep 27, 2022 Yü Group PLC announced that they will report first half, 2022 results on Sep 27, 2022 Duyuru • Jul 19
Yü Group plc Provides Earnings Forecast for the Full Year 2022 Yü Group PLC provided earnings forecast for the full year 2022. For the period, the company is expected to grow by over 50% against prior year (FY 21: £155.4 million). Major Estimate Revision • May 27
Consensus revenue estimates increase by 32% The consensus outlook for revenues in 2022 has improved. 2022 revenue forecast increased from UK£163.9m to UK£216.0m. EPS estimate increased from UK£0.12 to UK£0.17 per share. Net income forecast to shrink 33% next year vs 30% growth forecast for Renewable Energy industry in the United Kingdom . Consensus price target down from UK£6.05 to UK£5.91. Share price was steady at UK£2.03 over the past week. Duyuru • Apr 06
Yü Group PLC, Annual General Meeting, May 26, 2022 Yü Group PLC, Annual General Meeting, May 26, 2022, at 10:00 Coordinated Universal Time. Location: DLA Piper LLP, 160 Aldersgate Street, Barbican, London EC1A 4HT London . United Kingdom Valuation Update With 7 Day Price Move • Mar 22
Investor sentiment improved over the past week After last week's 21% share price gain to UK£2.78, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 24x in the Renewable Energy industry in Europe. Total returns to shareholders of 185% over the past three years. Duyuru • Jan 26
Yü Group PLC Provides Revenue Guidance for the Year 2022 Yü Group PLC provided revenue guidance for the year 2022. For the year, the Strong forward visibility for fiscal year 2022 with £156.5 million of contracted revenue, up from £93 million for fiscal year 2021. Valuation Update With 7 Day Price Move • Nov 11
Investor sentiment improved over the past week After last week's 24% share price gain to UK£2.60, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 32x in the Renewable Energy industry in Europe. Total returns to shareholders of 98% over the past three years. Reported Earnings • Oct 01
First half 2021 earnings released: EPS UK£0.057 (vs UK£0.10 loss in 1H 2020) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£65.8m (up 44% from 1H 2020). Net income: UK£920.0k (up UK£2.63m from 1H 2020). Profit margin: 1.4% (up from net loss in 1H 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings. Reported Earnings • Apr 17
Full year 2020 earnings released: UK£0.072 loss per share (vs UK£0.30 loss in FY 2019) The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: UK£101.5m (down 9.0% from FY 2019). Net loss: UK£1.17m (loss narrowed 77% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings. Duyuru • Apr 01
Yü Group plc Provides Revenue Guidance for the Year 2021 Yü Group PLC provided revenue guidance for the year 2021. For the year, the company expects revenue in Fiscal Year 2021 to be significantly above the £101.5m delivered in Fiscal Year 2020; and ahead of market expectations. Reported Earnings • Apr 01
Full year 2020 earnings released: UK£0.07 loss per share (vs UK£0.30 loss in FY 2019) The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: UK£101.5m (down 9.0% from FY 2019). Net loss: UK£1.17m (loss narrowed 77% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings. Duyuru • Mar 10
Yü Group PLC to Report Fiscal Year 2020 Results on Mar 30, 2021 Yü Group PLC announced that they will report fiscal year 2020 results on Mar 30, 2021 Is New 90 Day High Low • Feb 18
New 90-day high: UK£2.68 The company is up 143% from its price of UK£1.10 on 19 November 2020. The British market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 16% over the same period. Major Estimate Revision • Jan 27
Analysts update estimates The 2020 consensus revenue estimate increased from UK£90.7m to UK£99.8m. Earning per share (EPS) estimate was unchanged from the last update at -UK£0.14. The Renewable Energy industry in the United Kingdom is expected to see an average net income growth of 21% next year. The consensus price target of UK£2.34 was unchanged from the last update. Share price is up 80% to UK£2.12 over the past week. Is New 90 Day High Low • Jan 19
New 90-day high: UK£1.18 The company is up 38% from its price of UK£0.85 on 21 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 25% over the same period. Is New 90 Day High Low • Nov 12
New 90-day high: UK£1.03 The company is up 24% from its price of UK£0.82 on 14 August 2020. The British market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is flat over the same period. Reported Earnings • Oct 01
First half earnings released Over the last 12 months the company has reported total losses of UK£3.96m, with losses narrowing by 51% from the prior year. Total revenue was UK£100.9m over the last 12 months, down 3.0% from the prior year.