Centaur Media (LSE: CAU)

Last close As at 02/07/2024

GBP0.39

−0.50 (−1.27%)

Market capitalisation

GBP58m

Centaur Media is an international provider of business intelligence, learning and specialist consultancy. Its Xeim and The Lawyer business units serve the marketing and legal sectors respectively and offer customers a wide range of products and services targeted at helping them add value.

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.

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Centaur Media_resized

Sector

TMT

Equity Analyst

Fiona Orford-Williams

Fiona Orford-Williams

Director, TMT

Key Management

  • Colin Jones

    Chairman

  • Longfield, Simon

    CFO

  • Mukerji, Swagatam

    CEO

Balance Sheet

Forecast net debt (£m)

N/A

Forecast gearing ratio (%)

N/A

Share Price Performance

Price Performance
% 1M 3M 12M
Actual (1.3) (1.3) (16.1)
Relative 0.2 (3.8) (22.8)
52 week high/low 53.0p/36.0p

Financials

In April, the group held a capital markets day where management outlined its ‘BIG27’ strategy, targeting £60m of group revenue over the medium term (pre-M&A). This is based around the group’s existing authoritative positioning in its two markets of the legal and marketing sectors, with a focus on higher-quality, recurring revenue streams. To deliver a medium-term top-line CAGR of 10-12% will require continued investment in product, data capabilities, sales and client account management, as well as technology infrastructure. The preliminary expression of interest in the group received earlier in April did not proceed further. Interim results are scheduled for 24 July.

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 12.6 6.1
2023A 37.3 9.7 7.6 4.4 8.9 5.5
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

Thematics

thematic

TMT

MediaWatch – Glimpses of positivity

thematic

TMT

MediaWatch – Rinse and repeat

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