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Centaur Media (LSE: CAU)

Last close As at 04/11/2024

GBP0.24

— 0.00 (0.00%)

Market capitalisation

GBP36m

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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TMT | Update

Centaur Media — Tough trading backdrop persists in H2

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
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 cash (£m)

8.7

Forecast gearing ratio (%)

N/A

Share Price Performance

Price Performance
% 1M 3M 12M
Actual (23) (27.7) (39)
Relative (22.1) (26.5) (45.9)
52 week high/low 53.0p/22.6p

Financials

Centaur’s management has reframed its outlook for the remainder of FY24 to reflect the continuing difficult trading environment for XEIM, where its clients (predominantly major global brand owners) are holding back their marketing budgets. This in turn reflects the cautious consumer spending environment, coupled with corporate restructurings and internal focus. Group revenues are now guided to at least £34m, with an adjusted EBITDA margin of c 15%. This is where we have set our revised forecasts, with a consequent impact on FY25 and FY26 projections, with stronger recovery and a clearer benefit from the BIG27 strategy on margin in the latter period.

Y/E Dec Revenue (£m) EBITDA (£m) PBT (£m) EPS (fd) (p) P/E (x) P/CF (x)
2022A 38.4 8.1 4.9 2.5 9.4 4.2
2023A 37.3 9.7 7.6 4.2 5.6 3.3
2024E 34.0 5.0 3.0 1.6 14.7 5.8
2025E 36.0 5.9 3.8 1.9 12.4 5.4

Research

Outlook

TMT

Centaur Media — BIG27 under way

Update

TMT

Centaur Media — MAP23 plan delivers a higher-quality business

TMT

Update

Centaur Media — Tough trading backdrop persists in H2
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Thematics

thematic

TMT

MediaWatch – Encouragements and frustrations

thematic

TMT

MediaWatch – Glimpses of positivity

thematic

TMT

MediaWatch – Rinse and repeat

thematic

Consumer

Deutsches Eigenkapitalforum (EKF) 2023 consumer and media
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