Drax Group plc

LSE:DRX Stok Raporu

Piyasa değeri: UK£2.8b

Drax Group Yönetim

Yönetim kriter kontrolleri 3/4

Drax Group CEO'su Will Gardiner, Jan2018 tarihinde atandı, in görev süresi 8.33 yıldır. in toplam yıllık tazminatı £ 2.66M olup, şirket hissesi ve opsiyonları dahil olmak üzere 27.2% maaş ve 72.8% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.41% ine doğrudan sahiptir ve bu hisseler £ 11.64M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 0.7 yıl ve 4.6 yıldır.

Anahtar bilgiler

Will Gardiner

İcra Kurulu Başkanı

UK£2.7m

Toplam tazminat

CEO maaş yüzdesi27.20%
CEO görev süresi8.3yrs
CEO sahipliği0.4%
Yönetim ortalama görev süresiless than a year
Yönetim Kurulu ortalama görev süresi4.6yrs

Son yönetim güncellemeleri

Recent updates

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...
Analiz Makalesi Feb 07

Calculating The Intrinsic Value Of Drax Group plc (LON:DRX)

Key Insights Drax Group's estimated fair value is UK£5.25 based on Dividend Discount Model With UK£4.67 share price...
Analiz Makalesi Dec 24

Drax Group plc (LON:DRX) Doing What It Can To Lift Shares

With a price-to-earnings (or "P/E") ratio of 10.1x Drax Group plc ( LON:DRX ) may be sending bullish signals at the...
Analiz Makalesi Oct 24

Drax Group plc (LON:DRX) Shares Could Be 23% Below Their Intrinsic Value Estimate

Key Insights Drax Group's estimated fair value is UK£5.35 based on Dividend Discount Model Drax Group's UK£4.10 share...
Analiz Makalesi Sep 20

Should You Investigate Drax Group plc (LON:DRX) At UK£5.20?

Drax Group plc ( LON:DRX ), is not the largest company out there, but it received a lot of attention from a substantial...

CEO Tazminat Analizi

Will Gardiner'un ücretlendirmesi Drax Group'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025UK£3mUK£724k

UK£73m

Sep 30 2025n/an/a

UK£240m

Jun 30 2025n/an/a

UK£408m

Mar 31 2025n/an/a

UK£467m

Dec 31 2024UK£3mUK£690k

UK£527m

Sep 30 2024n/an/a

UK£590m

Jun 30 2024n/an/a

UK£654m

Mar 31 2024n/an/a

UK£608m

Dec 31 2023UK£3mUK£663k

UK£562m

Sep 30 2023n/an/a

UK£373m

Jun 30 2023n/an/a

UK£184m

Mar 31 2023n/an/a

UK£135m

Dec 31 2022UK£6mUK£631k

UK£85m

Sep 30 2022n/an/a

UK£148m

Jun 30 2022n/an/a

UK£211m

Mar 31 2022n/an/a

UK£133m

Dec 31 2021UK£3mUK£570k

UK£56m

Sep 30 2021n/an/a

-UK£35m

Jun 30 2021n/an/a

-UK£125m

Mar 31 2021n/an/a

-UK£160m

Dec 31 2020UK£2mUK£557k

-UK£195m

Jun 30 2020n/an/a

-UK£89m

Mar 31 2020n/an/a

-UK£49m

Dec 31 2019UK£1mUK£541k

-UK£10m

Tazminat ve Piyasa: Will 'ın toplam tazminatı ($USD 3.57M ) UK pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 3.18M ).

Tazminat ve Kazançlar: Will 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Will Gardiner (61 yo)

8.3yrs
Görev süresi
UK£2,662,000
Tazminat

Mr. Dwight Daniel Willard Gardiner, known as Will, serves as a Director at Drax Power Limited. He has been Group Chief Executive Officer of Drax Group plc since January 1, 2018. Mr. Gardiner has been Execu...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Dwight Daniel Gardiner
Group CEO & Executive Director8.3yrsUK£2.66m0.41%
£ 11.6m
Frank Lemmink
CFO & Executive Director (Leave of Absence)less than a yearUK£740.00k0.026%
£ 733.7k
Daniel Peacock
Interim Chief Financial Officerless than a yearVeri yokVeri yok
Lee Dawes
Chief Operations Officer1.8yrsVeri yokVeri yok
Mark Strafford
Head of Investor Relationsno dataVeri yokVeri yok
Hillary Berger
Group General Counsel5.3yrsVeri yokVeri yok
Farnaz Ranjbar
Chief People Officerless than a yearVeri yokVeri yok
Paul Sheffield
Chief Commercial Officer6.8yrsVeri yok0.025%
£ 707.5k
Tim Cole
Head of Customer Marketingno dataVeri yokVeri yok
Ross McKenzie
Chief Corporate Affairs & Sustainability Officerless than a yearVeri yokVeri yok
Hannah Steedman
Chief Strategy & Transformation Officerless than a yearVeri yokVeri yok
Deidra Jackson
Senior VP of Corporate Affairs North Americaless than a yearVeri yokVeri yok
0.7yrs
Ortalama Görev Süresi
56yo
Ortalama Yaş

Deneyimli Yönetim: DRX 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 0.7 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Dwight Daniel Gardiner
Group CEO & Executive Director10.5yrsUK£2.66m0.41%
£ 11.6m
Frank Lemmink
CFO & Executive Director (Leave of Absence)less than a yearUK£740.00k0.026%
£ 733.7k
Mark Clare
Independent Non-Executive Directorless than a yearVeri yokVeri yok
Robert Shuter
Independent Non-Executive Director1.9yrsUK£125.00k0.024%
£ 677.1k
David Simon Nussbaum
Senior Independent Non-Executive Director8.8yrsUK£135.00kVeri yok
Andrea Bertone
Independent Chairman of the Board2.8yrsUK£326.00kVeri yok
John Baxter
Independent Non-Executive Director7.1yrsUK£110.00k0.0052%
£ 148.3k
Kimberly Keating
Independent Non-Executive Director4.6yrsUK£139.00kVeri yok
Erika Peterman
Independent Non-Executive Director4.6yrsUK£129.00kVeri yok
4.6yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: DRX 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.6 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/22 22:04
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2025/12/31
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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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 27 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Mark HivesBarclays
Dominic NashBarclays
Dominic NashBarclays