Centaur Media (LSE: CAU)

Last close As at 11/09/2024

GBP0.31

0.00 (0.00%)

Market capitalisation

GBP47m

Centaur Media is an international provider of business intelligence and learning, focused on the marketing services (Xeim) and legal sectors (The Lawyer).

Centaur has highly regarded brands and a blue-chip customer base. Xeim provides business intelligence to senior leaders to help them navigate change and testing trading environments. Its target market is organisations with over £1bn of revenue. The Lawyer is a highly respected source of news, data and information for the commercial legal sector, with expertise built over the brand’s 120+ year history. It now combines online data and resources, newsletters and high-profile events.

Latest Insights

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Centaur Media_resized

Sector

TMT

Equity Analyst

Fiona Orford-Williams

Fiona Orford-Williams

Director, TMT

Key Management

  • Colin Jones

    Chairman

  • Simon Longfield

    CFO

  • Swagatam Mukerji

    CEO

Balance Sheet

Forecast net cash (£m)

9.3

Forecast gearing ratio (%)

N/A

Share Price Performance

Price Performance
% 1M 3M 12M
Actual (3.1) (20.5) (22.5)
Relative (4.8) (19.6) (29.8)
52 week high/low 53.0p/30.5p

Financials

Centaur’s new mantra is ‘Build, Improve, Grow’ and this underpins its four-year management plan, BIG27, first unveiled in April. At its heart, BIG27 is predicated on leveraging Centaur’s strong brands addressing the marketing and legal sectors. The focus is on building ‘strategically valuable’ revenues in premium content, training and advisory and events, increasing the group’s subscription and recurring revenue. Implementing the plan will suppress EBITDA margins in the short term but should accelerate revenue growth within BIG27’s timescale, building towards management’s medium-term revenue aspiration of £60m.

Y/E Dec Revenue (£m) EBITDA (£m) PBT (£m) EPS (p) P/E (x) P/CF (x)
2022A 38.4 8.1 4.9 2.6 11.9 5.5
2023A 37.3 9.7 7.6 4.4 7.0 4.3
2024E 36.1 7.1 5.1 2.8 11.1 5.7
2025E 38.4 7.8 5.9 3.6 8.6 5.3

Thematics

thematic

TMT

MediaWatch – Encouragements and frustrations

thematic

TMT

MediaWatch – Glimpses of positivity

thematic

TMT

MediaWatch – Rinse and repeat

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