Drax Group plc

LSE:DRX Stok Raporu

Piyasa değeri: UK£2.7b

Drax Group Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Drax Group'in gelirinin yıllık 10.5% oranında azalacağı tahmin edilirken, yıllık kazancının yıllık 22% oranında artması beklenmektedir. EPS'nin yılda 22.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 12.1% olacağı tahmin edilmektedir.

Anahtar bilgiler

22.0%

Kazanç büyüme oranı

22.12%

EPS büyüme oranı

Renewable Energy kazanç büyümesi8.8%
Gelir büyüme oranı-10.5%
Gelecekteki özkaynak getirisi12.10%
Analist kapsamı

Good

Son güncelleme11 Sep 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • Aug 03

Drax Group plc Just Recorded A 21% Revenue Beat: Here's What Analysts Think

Shareholders might have noticed that Drax Group plc ( LON:DRX ) filed its half-year result this time last week. The...

Recent updates

Anlatı Güncellemesi • Aug 10

DRX: Future Cash Returns Look Set To Support Higher Upside

Drax Group's updated analyst price target reflects a mixed set of recent revisions, including the increase to £10.50 and reductions to about £8.14 that analysts link to adjusted fair value estimates, changes in projected profit margins and updated future P/E assumptions. Analyst Commentary Recent research on Drax Group highlights a mix of optimism and caution around the stock's valuation, profit potential and execution risks.
Analiz Makalesi • Aug 03

Drax Group plc Just Recorded A 21% Revenue Beat: Here's What Analysts Think

Shareholders might have noticed that Drax Group plc ( LON:DRX ) filed its half-year result this time last week. The...
Anlatı Güncellemesi • Jun 24

DRX: New Gas Capacity Will Support Long Term Cash Flows

Analysts have trimmed their price target on Drax Group to £8.16 from £9.23, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E. Their overall view on the stock remains broadly unchanged.
Anlatı Güncellemesi • Jun 09

DRX: New Gas Capacity And Contracts Will Support Long Term Profitability

Analysts have lowered their price target on Drax Group to £8.16 from £9.23, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Drax has completed commissioning of the 299MW Hirwaun Power Station in South Wales and taken commercial control from Metlen Energy & Metals, the first of three Open Cycle Gas Turbine plants planned in England and Wales.
Anlatı Güncellemesi • May 26

DRX: Share Price Strength Will Leave Little Protection If Projects Disappoint

Analysts have raised their price target for Drax Group by £0.06 to £9.50, citing a slightly higher fair value estimate along with updated assumptions for discount rate, revenue trends, profit margins and future P/E, while viewing the stock as fairly priced after recent share price strength. Analyst Commentary Recent street research reflects a more cautious tone around Drax Group, with some bearish analysts taking the view that the current share price already captures much of the near term upside.
Anlatı Güncellemesi • Apr 29

DRX: Neutral Stance As Battery Agreements And Buybacks Support Future Returns

Analysts have edged their average price target for Drax Group up by £0.50 to £9.50, reflecting recent downgrades to more neutral ratings. They still acknowledge long term value opportunities and current fair pricing after the share price rally.
Anlatı Güncellemesi • Apr 15

DRX: Neutral Outlook As Battery Expansion And Buybacks Shape Future Returns

Analysts have nudged their price targets for Drax Group higher to about £9.50 per share, reflecting slightly stronger revenue assumptions and a modestly lower discount rate. Recent rating changes suggest the stock is now viewed as more fairly valued after its recent share price move.
Anlatı Güncellemesi • Mar 31

DRX: Rich P/E Leaves Little Protection If Long Term Projects Disappoint

Analysts have nudged their fair value estimate for Drax Group slightly higher, with the implied price target moving from about £7.35 to roughly £7.42. Recent research highlights incremental improvements in profit margin assumptions and valuation multiples, even as near term revenue expectations remain cautious.
Anlatı Güncellemesi • Mar 17

DRX: Future Returns Will Rely On Execution Risks At Rich P/E

Analysts have nudged their fair value estimate for Drax Group modestly higher, alongside a raised price target to £9.50. This reflects updated assumptions on discount rates, revenue trends, margins and future P/E after recent downgrades that frame the shares as more fairly priced on current information.
Anlatı Güncellemesi • Mar 03

DRX: Neutral Stance As Battery Agreements And Buybacks Shape Future Returns

Analysts have nudged their price target on Drax Group higher to £9.50 from £9.00, reflecting updated views on revenue trends, margins and future P/E, even as recent research updates describe the shares as fairly priced with a more neutral stance. Analyst Commentary Recent research on Drax Group points to a more balanced view, with higher price targets sitting alongside rating cuts to neutral stances.
Anlatı Güncellemesi • Feb 17

DRX: Future Returns Will Depend On Rich P/E Amid Softer Margins

The analyst price target for Drax Group has shifted modestly, with the updated fair value estimate moving from £6.80 to about £7.02, as analysts factor in a slightly higher discount rate, softer revenue and margin assumptions, and a higher expected future P/E multiple. Analyst Commentary Recent research highlights a more cautious tone around Drax Group, with some bearish analysts questioning how much upside remains after the latest fair value adjustment.
Anlatı Güncellemesi • Feb 03

DRX: New Low Carbon Contract Will Support Earnings With Sustainability Trade Offs

Analysts have lifted their fair value estimate for Drax Group from £8.24 to £9.29, citing updated assumptions around discount rates, revenue trends, profit margins, and a higher future P/E multiple. What's in the News Drax Group signed an agreement with the Low Carbon Contracts Company for a low carbon dispatchable contract for difference covering all four biomass units at Drax Power Station from April 2027 to March 2031, with a strike price of £109.90/MWh in 2012 real terms (Key Developments).
Analiz Makalesi • Jan 28

Are Drax Group plc (LON:DRX) Investors Paying Above The Intrinsic Value?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Drax Group fair value estimate is UK£7.10 Current share price...
Anlatı Güncellemesi • Jan 20

DRX: New Low Carbon CfD Will Support Higher Long Term Profitability

Analysts have lifted their fair value estimate for Drax Group from £10.63 to £11.20, citing updated assumptions that combine a slightly lower discount rate with a higher profit margin outlook, while still factoring in a revenue decline and a largely unchanged future P/E multiple. What's in the News Drax Group signed an agreement with the Low Carbon Contracts Company (LCCC) for a low carbon dispatchable Contracts for Difference (CfD) covering all four biomass units at Drax Power Station for April 2027 to March 2031, with a strike price of £109.90/MWh in 2012 real terms (Key Developments).
Anlatı Güncellemesi • Jan 05

DRX: Future Returns Will Rely On Lower-Priced Low Carbon Contract

Analysts have trimmed their price target on Drax Group slightly to reflect revised assumptions, including a fair value adjustment to £6.80, updated revenue and profit margin expectations, and a lower future P/E estimate. What's in the News Drax has signed a low carbon dispatchable Contract for Difference with the Low Carbon Contracts Company covering all four biomass units at Drax Power Station from April 2027 to March 2031, with a strike price of £109.90/MWh based on 2012 real prices (Key Developments).
Analiz Makalesi • Dec 25

Insufficient Growth At Drax Group plc (LON:DRX) Hampers Share Price

With a price-to-earnings (or "P/E") ratio of 7x Drax Group plc ( LON:DRX ) may be sending very bullish signals at the...
Anlatı Güncellemesi • Dec 14

DRX: Future Returns Will Depend On Lower-Priced Low Carbon Contract

Analysts have marginally trimmed their price target on Drax Group, citing slightly weaker revenue growth and profit margin expectations that outweigh a modest uplift in future valuation multiples. This reduces fair value by around £0.04 per share to approximately £6.85.
Anlatı Güncellemesi • Nov 24

DRX: New CfD Agreement Will Drive Up Power Generation Profitability

Analysts have raised their price target for Drax Group from £8.12 to £8.24. They cite slight improvements in discount rates and revenue projections, despite a more conservative outlook on profit margins and future valuation metrics.
Anlatı Güncellemesi • Nov 09

DRX: New Biomass Contract Will Drive Power Generation Momentum Forward

Analysts have slightly reduced their price target for Drax Group, lowering the fair value estimate from £8.39 to £8.12. This change is based on adjustments to expected growth rates and financial metrics.
Anlatı Güncellemesi • Oct 26

Dividends And Share Buybacks Will Shape Returns Amid Shifting Policy Risks

Drax Group Analyst Price Target Sees Marginal Adjustment Analysts have made a slight downward revision to Drax Group's price target, adjusting it by a few pence. Minor changes to the discount rate and future profit assumptions influenced their updated valuation.
Anlatı Güncellemesi • Oct 12

Government CfD And Renewables Will Drive Growth Amid Pellet Risks

Analysts have revised their price target for Drax Group downward, lowering the estimated fair value from £8.58 to £8.39 per share. This change reflects updated outlooks on the company's profitability and growth prospects.
Anlatı Güncellemesi • Sep 04

Government CfD And Renewables Will Drive Growth Amid Pellet Risks

Analysts maintain a positive outlook on Drax Group due to anticipated value creation from UK grid intermittency, upcoming share price catalysts, and a possible £200M share buyback extension; however, the consensus price target remains unchanged at £8.58. Analyst Commentary Expectation of increased value creation for Drax as grid intermittency rises in the UK power sector.
Analiz Makalesi • May 26

Drax Group (LON:DRX) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi • Mar 13

Broker Revenue Forecasts For Drax Group plc (LON:DRX) Are Surging Higher

Drax Group plc ( LON:DRX ) shareholders will have a reason to smile today, with the analysts making substantial...
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Yeni Anlatı • Mar 02

Investments In FlexGen And BECCS Will Impact Future Earnings, But Policy Risks Persist

Strategic investments in flexible generation and energy solutions are set to enhance post-2027 earnings and revenue through expanded capacity and efficiency.
Analiz Makalesi • Jan 20

Should You Investigate Drax Group plc (LON:DRX) At UK£6.30?

While Drax Group plc ( LON:DRX ) might not have the largest market cap around , it received a lot of attention from a...
Analiz Makalesi • Dec 20

Is Now The Time To Put Drax Group (LON:DRX) On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analiz Makalesi • Nov 20

Drax Group plc's (LON:DRX) Earnings Are Not Doing Enough For Some Investors

With a price-to-earnings (or "P/E") ratio of 3.7x Drax Group plc ( LON:DRX ) may be sending very bullish signals at the...
Analiz Makalesi • Sep 24

Drax Group (LON:DRX) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi • Aug 31

What Is Drax Group plc's (LON:DRX) Share Price Doing?

Drax Group plc ( LON:DRX ), might not be a large cap stock, but it led the LSE gainers with a relatively large price...
Analiz Makalesi • Jul 29

Drax Group plc (LON:DRX) Surges 31% Yet Its Low P/E Is No Reason For Excitement

Drax Group plc ( LON:DRX ) shares have had a really impressive month, gaining 31% after a shaky period beforehand...
Analiz Makalesi • Apr 24

What Does Drax Group plc's (LON:DRX) Share Price Indicate?

Drax Group plc ( LON:DRX ), is not the largest company out there, but it saw a significant share price rise of 22% in...
Analiz Makalesi • Apr 09

Here's Why Drax Group (LON:DRX) Has A Meaningful Debt Burden

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

Kazanç ve Gelir Büyüme Tahminleri

LSE:DRX - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (GBP Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20284,365244N/A5486
12/31/20274,7711858639627
12/31/20265,4102772653657
6/30/20265,22519273529N/A
3/31/20265,30846395670N/A
12/31/20255,39173516810N/A
9/30/20255,521240514830N/A
6/30/20255,651408511850N/A
3/31/20255,907467492855N/A
12/31/20246,163527472860N/A
9/30/20246,581590436868N/A
6/30/20247,000654401876N/A
3/31/20247,367608398856N/A
12/31/20237,733562395836N/A
9/30/20237,921373232578N/A
6/30/20238,11018470320N/A
3/31/20237,94313551264N/A
12/31/20227,7758533208N/A
9/30/20227,12314870272N/A
6/30/20226,471211106335N/A
3/31/20225,780133102321N/A
12/31/20215,0885697307N/A
9/30/20214,695-3579274N/A
6/30/20214,302-12561241N/A
3/31/20214,273-16097273N/A
12/31/20204,245-195132306N/A
6/30/20204,352-89233395N/A
3/31/20204,410-49N/A404N/A
12/31/20194,468-10N/A413N/A
9/30/20194,55314N/A407N/A
6/30/20194,39328N/A399N/A
3/31/20194,31124N/A355N/A
12/31/20184,22920N/A311N/A
9/30/20184,091-33N/A271N/A
6/30/20183,952-86N/A231N/A
3/31/20183,818-127N/A273N/A
12/31/20173,684-168N/A315N/A
9/30/20173,474-104N/A276N/A
6/30/20173,264-40N/A236N/A
3/31/20173,10777N/A214N/A
12/31/20162,950194N/A191N/A
9/30/20162,995180N/A162N/A
6/30/20163,040166N/A133N/A
3/31/20163,053111N/A141N/A
12/31/20153,06556N/A148N/A
9/30/20153,062115N/A178N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: DRX 'nin tahmini kazanç büyümesi (yıllık 22% ) tasarruf oranının ( 3.6% ) üzerindedir.

Kazançlar ve Piyasa: DRX şirketinin kazançlarının (yıllık 22% ) UK pazarından (yıllık 11.1% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: DRX şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.

Gelir ve Pazar: DRX şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi bekleniyor (yılda -10.5% ).

Yüksek Büyüme Geliri: DRX şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -10.5% ).

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: DRX 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 12.1 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/16 22:11
Gün Sonu Hisse Fiyatı2026/09/16 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Drax Group plc 26 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Peter BisztygaBarclays
Dominic NashBarclays
Peter CramptonBarclays