Download PDF

1. Company Snapshot

1.a. Company Description

Essentra plc provides essential components and solutions worldwide.The Components division manufactures and distributes plastic injection molded, vinyl dip-molded, and metal items for equipment manufacturing, automotive, fabrication, electronics, and construction industries; and component solutions comprising caps and plugs, wire and cable management products, flange protection products, knobs, handles and grips, PCB and electronics hardware, and tools and precision instruments for a range of applications and industries that are used in protection and finish products.The Packaging division provides cartons, leaflets, self-adhesive labels, and printed foils for use in blister packs; and packaging and authentication solutions to the health and personal care sectors.


The Filter division offers filters and packaging solutions to the roll own segments; analytical laboratory services; and e-cigarette and heat not burn solutions for next generation products.The company was formerly known as Filtrona plc and changed its name to Essentra plc in June 2013.Essentra plc was incorporated in 2005 and is based in Milton Keynes, the United Kingdom.

Show Full description

1.b. Last Insights on ESNT

Essentra plc's recent stock performance has been negatively impacted by a widening discount to its estimated fair value. According to a recent analysis, the company's fair value estimate is £1.66, yet its current share price is significantly lower. This discrepancy suggests that the market may be undervaluing the company. Additionally, a recent share buyback program, announced in December 2024, may have been insufficient to alleviate investor concerns about the company's valuation.

1.c. Company Highlights

2. Transcript Summary

Unfortunately this company is not part of our coverage yet. But as part of your subscription plan you can request it by clicking just below and we'll process.

Request Coverage

3. NewsRoom

Card image cap

3 UK Stocks That May Be Trading Below Intrinsic Value By Up To 30.9%

Dec -05

Source:

Card image cap

UK Penny Stocks To Watch In November 2025

Nov -25

Source:

Card image cap

UK Market: Unveiling 3 Stocks That May Be Trading Below Estimated Value

Nov -24

Source:

Card image cap

Is There Now An Opportunity In Essentra plc (LON:ESNT)?

Nov -17

Source:

Card image cap

3 UK Stocks Estimated To Be Trading At Discounts Of Up To 49.2%

Nov -12

Source:

Card image cap

UK's November 2025 Stocks Possibly Priced Below Estimated Value

Nov -03

Source:

Card image cap

UK Value Stocks Trading At Up To 49.1% Estimated Discount

Oct -29

Source:

Card image cap

Essentra And 2 More UK Penny Stocks To Watch In The Market

Oct -27

Source:

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.43%)

6. Segments

Standard

Expected Growth: 5%

Essentra plc's 5% growth is driven by increasing demand for sustainable packaging, expansion into emerging markets, and strategic acquisitions. The company's diversified product portfolio, including health and personal care solutions, also contributes to growth. Additionally, investments in digitalization and operational efficiencies support margin expansion, further fueling growth.

Configured

Expected Growth: 6%

Essentra plc's 6% growth is driven by increasing demand for sustainable packaging solutions, expansion into emerging markets, and strategic acquisitions. The company's diversified portfolio, including filters, packaging, and components, also contributes to its growth. Additionally, investments in digitalization and operational efficiencies have improved productivity and reduced costs, further supporting the company's growth momentum.

Custom

Expected Growth: 7%

Essentra plc's 7% growth is driven by increasing demand for custom components in the aerospace and industrial markets, coupled with strategic acquisitions and expansion into high-growth regions. Additionally, the company's focus on innovation, operational efficiency, and cost savings initiatives have contributed to its growth momentum.

7. Detailed Products

Filters

Essentra plc provides a range of filters for the tobacco industry, including acetate filters, air filters, and specialty filters.

Lighting Protection Products

Essentra plc offers a variety of lightning protection products, including surge protectors, lightning rods, and earthing systems.

Rigid Box Boards

Essentra plc provides rigid box boards for the packaging industry, including specialty boards for luxury goods and premium products.

Specialty Tapes

Essentra plc offers a range of specialty tapes, including double-sided tapes, foam tapes, and adhesive transfer tapes.

Technical Components

Essentra plc provides technical components, including caps, plugs, and fasteners, for various industries.

Health and Personal Care Components

Essentra plc offers a range of components for the health and personal care industry, including caps, closures, and dispensing systems.

8. Essentra plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Essentra plc operates in a niche market, and the threat of substitutes is moderate. While there are some alternative products available, they are not as effective or efficient as Essentra's products.

Bargaining Power Of Customers

Essentra plc has a diverse customer base, and no single customer accounts for a significant portion of its revenue. This reduces the bargaining power of customers.

Bargaining Power Of Suppliers

Essentra plc relies on a few key suppliers for its raw materials. While it has some bargaining power, the suppliers also have some leverage, making the bargaining power of suppliers moderate.

Threat Of New Entrants

The barriers to entry in Essentra plc's industry are relatively high, making it difficult for new entrants to establish themselves. This reduces the threat of new entrants.

Intensity Of Rivalry

Essentra plc operates in a highly competitive industry, with several established players. The intensity of rivalry is high, with companies competing on price, quality, and innovation.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 27.30%
Debt Cost 9.84%
Equity Weight 72.70%
Equity Cost 9.84%
WACC 9.84%
Leverage 37.55%

11. Quality Control: Essentra plc passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Elkem

A-Score: 5.0/10

Value: 8.8

Growth: 2.6

Quality: 3.2

Yield: 5.6

Momentum: 7.5

Volatility: 2.7

1-Year Total Return ->

View Full Report
Stock-Card
Victrex

A-Score: 4.7/10

Value: 6.1

Growth: 1.9

Quality: 6.4

Yield: 8.1

Momentum: 1.5

Volatility: 4.3

1-Year Total Return ->

View Full Report
Stock-Card
Elementis

A-Score: 4.0/10

Value: 5.1

Growth: 1.7

Quality: 3.8

Yield: 1.2

Momentum: 6.5

Volatility: 5.7

1-Year Total Return ->

View Full Report
Stock-Card
Essentra

A-Score: 3.5/10

Value: 4.0

Growth: 1.3

Quality: 3.6

Yield: 6.2

Momentum: 1.0

Volatility: 5.0

1-Year Total Return ->

View Full Report
Stock-Card
Zotefoams

A-Score: 3.5/10

Value: 3.7

Growth: 5.4

Quality: 3.8

Yield: 3.1

Momentum: 4.0

Volatility: 1.0

1-Year Total Return ->

View Full Report
Stock-Card
LANXESS

A-Score: 3.1/10

Value: 8.3

Growth: 1.4

Quality: 1.9

Yield: 2.5

Momentum: 1.5

Volatility: 2.7

1-Year Total Return ->

View Full Report

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

0.99$

Current Price

0.99$

Potential

-0.00%

Expected Cash-Flows