reports
- Toby Thorrington
Renewi - Now a pure-play European recycler
The burden of the UK Municipal businesses has now been cut loose. This leaves a focused waste management and recycling group, for which the European legislative environment is clearly positive. The key is translating this, along with internal investment, into management’s organic growth target of at least 5%. Along with planned margin enhancement from cost actions and higher value-added recyclates, this would drive earnings and value creation.
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Christophe-Raphaël Ganet
- Fehmi Ben Naamane
- Marc Lavaud
TEMN TEMENOS AG
ZIL2 ELRINGKLINGER AG
UTDI UNITED INTERNET AG
ELG ELMOS SEMICONDUCTOR SE
BOSS HUGO BOSS AG
TPE PVA TEPLA AG
ERA ERAMET SA
SIX2 SIXT SE
COK CANCOM SE
KENDR KENDRION NV
TWEKA TKH GROUP N.V. CERT
NHH NH HOTEL GROUP SA
ALM ALMIRALL SA
JUN3 JUNGHEINRICH AG PREF
JEN JENOPTIK AG
SFQ SAF-HOLLAND SE
RWI RENEWI PLC
FORSE FORSEE POWER SA
- Thijs Berkelder
Renewi : Free cash flow generation starting up again
>Better results y-o-y, slightly weaker than our expectation, but still expects to deliver on FY consensus expectations - Revenue from continuing operations up 4% to € 874.5m (AAOB € 883.3m; HY24: € 844.3m), driven by pricing in Commercial Waste and strong growth in SpecialitiesUnderlying EBIT from continuing operations up 9% to € 53.2m (AAOB € 56.3m; HY24: € 49.0m), "driven by successful turn-around in Mineralz & Water (“M&W”) and benefits from Group margin impr...
Half Year Results for the six months ended 30 September 2024
Half Year Results for the six months ended 30 September 2024 12 November 2024 Renewi plc Half Year Results for the six months ended 30 September 2024 Renewi plc (“Renewi”, the “Company” or, together with its subsidiaries, the “Group”) (LSE: RWI, AMS: RWI), the leading European waste-to-product business, announces its results for the six months ended 30 September 2024 (“HY25” or the “Period”). Financial Highlights1 Revenue from continuing operations up 4% to €874.5m (HY24: €844.3m), mainly driven by pricing in Commercial Waste and strong growth in SpecialitiesUnderlying EBIT from contin...
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Emira Sagaama
- Juan Ros-Padilla
AMS AMS AG
CRI CHARGEURS SA
EVT EVOTEC SE
FLY SOCIETE FONCIERE LYONNAISE SA
LXS LANXESS AG
BEN BENETEAU SA
KCO KLOECKNER & CO SE
VLS VALNEVA SE
JCQ JACQUET METALS SA
ELG ELMOS SEMICONDUCTOR SE
BAMNB KONINKLIJKE BAM GROEP NV
WIZZ WIZZ AIR HOLDINGS PLC
GN GN STORE NORD A/S
GLB GLANBIA PLC
DEZ DEUTZ AG
AALB AALBERTS N.V.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
FDR FLUIDRA S.A.
CPINV CARE PROPERTY INVEST SA
LOG COMPANIA DE DISTRIBUCION INTEGRAL LOGISTA HOLDINGS S.A.
TWEKA TKH GROUP N.V. CERT
SMHN SUESS MICROTEC AG
DIC DIC ASSET AG
ALFEN ALFEN NV
INS INSTONE REAL ESTATE GROUP AG
HAG HENSOLDT AG
COP COMPUGROUP MEDICAL SE & CO. KGAA
KTA KNAUS TABBERT
RWI RENEWI PLC
HGEA HGEARS AG
AF AIR FRANCE - KLM
- Thijs Berkelder
Renewi : Tackling problem files = strong recovery potential
>H1 results to be published on 12 November - Renewi will present its 24/25 H1 results (year to March 2025) on Tuesday 12 November at 7.00h GMT / 8.00h CET, to be followed by an analyst call starting at 9.30 GMT /10.30h CET hosted by CEO Otto de Bont and CFO Annemieke den Otter.Sale of loss making UK Municipal activities completed. On 10 October 2024, Renewi announced the completion of the sale of its UK Municipal operations to Biffa following a capital injection...
- ING Helpdesk
Benelux Morning Notes
Adecco: 3Q24 miss; stabilising trends in 3Q24 and into 4Q24; accelerating cost savings. B&S Group: 3Q24 preview - liquor bottoming into 4Q24? Coca-Cola Europacific Partners: Almost the real thing. D'Ieteren: Belgian October car registrations down 5.5%, VW down 11%. Kinepolis: Oct US/Canada box office at 59% of pre Covid level, France recovery to 78%. Recticel: 3Q24 compares well with Kingspan. Renewi: 1H25 preview - battling cost inflation with self help. Syensqo: Slight beat on 3Q...
- Thijs Berkelder
Renewi : Divestment of UK Municipal cash burner completed
>FCF uplift by € 15-20m per annum - Renewi announces this morning that the divestment of its UK Municipal operations to Biffa has been completed. As previously announced, Renewi reminds that the completion of the divestment will immediately deliver a number of significant benefits to the group, while meeting the outlined timeline:- De-risks Renewi’s balance sheet;- Provides an increase in annual cashflow of €15-20m;- Supports EBIT margin expansion of c....
Completion of divestment of UK Municipal operations
Completion of divestment of UK Municipal operations 10 October 2024 Renewi plc Completion of divestment of UK Municipal operations Renewi plc ("Renewi" or the "Group") (LSE: RWI.L and Euronext Amsterdam: RWI.AS), a leading European waste-to-product company, is pleased to announce the completion of the sale of its UK Municipal operations (“UK Municipal”) to Biffa Limited (“Biffa"), a leading UK-wide integrated waste management business (the “Divestment”). As previously announced, the completion of the Divestment will immediately deliver a number of significant benefits to the Group, whil...
Block listing Interim Review
Block listing Interim Review BLOCK LISTING SIX MONTHLY RETURN Date: 1 October 2024 Name of applicant:Renewi plcName of scheme:Renewi plc Long Term Incentive PlansPeriod of return:From:01/04/2024To:30/09/2024Balance of unallotted securities under scheme(s) from previous return:216,212Plus: The amount by which the block scheme(s) has been increased since the date of the last return (if any increase has been applied for):NilLess: Number of securities issued/allotted under scheme(s) during period (see LR3.5.7G):NilEquals: Balance under scheme(s) not yet issued/allotted at end of period:216,212...
- ING Helpdesk
- Toby Thorrington
Renewi - Trading supports unchanged full-year guidance
Renewi has made a solid start to the year with no change to guidance. It is clearly well placed in the growing circular economy and exiting the UK Municipal business provides a simpler investment proposition. We believe the key for the shares will be progress towards management’s medium-term financial targets, in particular at least 5% organic growth and operating margins of 8–10% (FY24: 6.2%).
- Julian Dobrovolschi
- Julian Dobrovolschi
- Thijs Berkelder
Renewi : On track for sale UK and return to growth profile
>Trading update Q1: revenues and underlying EBIT +3% y-o-y - Revenue up 3% y-o-y to € 434.4m: volumes for Commercial waste in the Netherlands continued to recover, while Belgium is showing a slowdown of top line growth.Underlying EBIT up 3% y-o-y to € 22.3m: "the contribution of lower one-off gains in the Commercial Waste division compared to prior year was largely offset by higher input prices and the impact of SG&A cost reduction in Commercial Waste".Core ...
Q1 Trading Update
Q1 Trading Update 06 August 2024 Renewi plcQ1 Trading Update Renewi plc ("Renewi" or the "Group") (LSE: RWI.L: Euronext Amsterdam: RWI.AS), a leading European waste-to-product company, provides the following trading update for the three months ended 30 June 2024 (“Q1”). Financial Highlights (note financial results are shown for continuing operations, excluding UK Municipal given its status as an asset held for sale) Revenue: €434.4m, 3% year-on-year growth underpinned by higher core volumes and input prices in both Commercial Waste and Specialities (FY24: €421.7m). In particular, volume...
Renewi plc: Holding(s) in Company
Renewi plc (RWI) Renewi plc: Holding(s) in Company 01-Aug-2024 / 10:30 GMT/BST TR-1: Standard form for notification of major holdings NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the FCA in Microsoft Word format if possible) i 1a. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached ii: Renewi PLC 1b. Please indicate if the issuer is a non-UK issuer (please mark with an “X” if appropriate) Non-UK issuer 2. Reason for the ...
Renewi plc: Director/PDMR Shareholding
Renewi plc (RWI) Renewi plc: Director/PDMR Shareholding 25-Jul-2024 / 15:20 GMT/BST NOTIFICATION AND PUBLIC DISCLOSURE OF TRANSACTIONS BY PERSONS DISCHARGING MANAGERIAL RESPONSIBILITIES AND PERSONS CLOSELY ASSOCIATED WITH THEM Renewi plc (the "Company") announces the following transactions of Persons Discharging Managerial Responsibility ("PDMR") in ordinary shares of £1 each in the share capital of the Company ("Shares"). Vesting of Awards under the Renewi plc 2020 Long-Term Incentive Plan (“LTIP”) and the Renewi plc 2014 Deferred Annual Bonus Scheme (“DAB”) 20...
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