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Centaur Media (LSE: CAU)

Last close As at 26/07/2024

GBP0.32

▲ −0.50 (−1.56%)

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).

The proliferation of data and the complexity of underlying markets provides a clear opportunity for Centaur to be able to guide its clients with timely and insightful content and support through training to help them deliver better outcomes. The Lawyer is targeted at the top 200 law firms in the US and UK, as well as large in-house legal teams. XEIM, addressing the marketing sector, targets chief marketing officers at global multinationals.

Latest Insights

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TMT | Outlook

Centaur Media — BIG27 under way

TMT | Update

Centaur Media — MAP23 plan delivers a higher-quality business

TMT | Update

Centaur Media — Strong margin performance

TMT | Update

Centaur Media — Higher-quality revenues support EBITDA growth
Centaur Media_resized
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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 debt (£m)

N/A

Forecast gearing ratio (%)

N/A

Share Price Performance

Price Performance
% 1M 3M 12M
Actual (13.0) (38.2) (30.8)
Relative (12.8) (39.5) (35.2)
52 week high/low 53.0p/31.5p

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. We withdrew forecasts on April’s (abandoned) potential bid and now reinstate them, with the costs of BIG27 factored in.

Y/E Dec Revenue (£m) EBITDA (£m) PBT (£m) EPS (p) P/E (x) P/CF (x)
2022A 38.4 8.1 5.9 3.1 10.2 4.9
2023A 37.3 9.7 7.6 4.4 7.2 4.4
2024E N/A N/A N/A N/A N/A N/A
2025E N/A N/A N/A N/A N/A N/A

Research

Update

TMT

Centaur Media — MAP23 plan delivers a higher-quality business
Centaur Media_resized

Update

TMT

Centaur Media — Strong margin performance

TMT

Outlook

Centaur Media — BIG27 under way
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Thematics

thematic

TMT

MediaWatch – Glimpses of positivity

thematic

TMT

MediaWatch – Rinse and repeat

thematic

Consumer

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media

thematic

TMT

Deutsches Eigenkapitalforum (EKF) 2023 technology
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