Johnson Matthey Detailed Consensus
Consensus as of: 2025-06-30

KPI[Pound m]FY 2024/25FY 2025/26 EFY 2026/27 EFY 2027/28 EFY 2028/29 E
RevenueNumber of Estimates6442
RevenueHighest11,440.511,211.710,987.510,767.7
RevenueConsensus (Mean)11,674.010,960.29,567.29,744.810,460.5
RevenueLowest10,523.08,506.08,589.010,153.3
Sales excluding precious metalsNumber of Estimates10883
Sales excluding precious metalsHighest3,439.53,328.83,145.12,922.0
Sales excluding precious metalsConsensus (Mean)3,470.03,280.72,656.22,616.52,634.6
Sales excluding precious metalsLowest3,180.42,446.02,382.02,442.4
Underlying EBITDANumber of Estimates10883
Underlying EBITDAHighest606.1612.9616.7590.3
Underlying EBITDAConsensus (Mean)572.0588.2517.8538.5554.7
Underlying EBITDALowest556.1489.5469.0494.8
Underlying operating profit (underlying EBIT)Number of Estimates10883
Underlying operating profit (underlying EBIT)Highest416.3416.8417.2422.3
Underlying operating profit (underlying EBIT)Consensus (Mean)389.0402.7346.2364.6378.8
Underlying operating profit (underlying EBIT)Lowest372.0314.0289.0322.9
Operating profit (EBIT)Number of Estimates5552
Operating profit (EBIT)Highest1,075.51,295.6379.2422.3
Operating profit (EBIT)Consensus (Mean)538.0520.1664.5341.4383.8
Operating profit (EBIT)Lowest336.1236.0269.9345.2
Net finance chargesNumber of Estimates9772
Net finance chargesHighest-47.0-37.0-20.0-19.5
Net finance chargesConsensus (Mean)-55.0-65.2-57.2-45.9-37.2
Net finance chargesLowest-78.8-68.8-75.6-55.0
Underlying profit before taxNumber of Estimates9772
Underlying profit before taxHighest369.0351.8371.8371.7
Underlying profit before taxConsensus (Mean)334.0338.8293.0324.0371.0
Underlying profit before taxLowest293.2277.0269.0370.3
Profit before taxNumber of Estimates5552
Profit before taxHighest1,001.51,236.8332.0370.3
Profit before taxConsensus (Mean)486.0453.4608.2294.3353.5
Profit before taxLowest266.4176.3197.3336.7
Underlying tax rate (%)Number of Estimates8662
Underlying tax rate (%)Highest22.422.322.522.0
Underlying tax rate (%)Consensus (Mean)21.321.621.721.721.5
Underlying tax rate (%)Lowest20.920.920.821.0
Underlying profit attributable to equity holdersNumber of Estimates8662
Underlying profit attributable to equity holdersHighest292.0230.0290.0292.6
Underlying profit attributable to equity holdersConsensus (Mean)263.0263.4221.8247.8291.3
Underlying profit attributable to equity holdersLowest231.9217.8213.0290.0
Profit attributable to equity holdersNumber of Estimates6552
Profit attributable to equity holdersHighest782.01,174.6258.4292.6
Profit attributable to equity holdersConsensus (Mean)373.0337.6517.0228.3273.7
Profit attributable to equity holdersLowest195.6137.5153.7254.9
Underlying EPS (in pence)Number of Estimates8662
Underlying EPS (in pence)Highest165.91165.91190.46173.53
Underlying EPS (in pence)Consensus (Mean)149.20152.67141.54169.81169.69
Underlying EPS (in pence)Lowest135.25127.69146.50165.84
Reported EPS (in pence)Number of Estimates6552
Reported EPS (in pence)Highest443.31702.99185.46165.84
Reported EPS (in pence)Consensus (Mean)211.80194.70312.32150.85159.20
Reported EPS (in pence)Lowest117.0791.42123.55152.55
Ordinary dividend per share (in pence)Number of Estimates9771
Ordinary dividend per share (in pence)Highest80.90100.00110.00120.00
Ordinary dividend per share (in pence)Consensus (Mean)77.0075.4783.9189.81120.00
Ordinary dividend per share (in pence)Lowest54.1074.9777.00120.00
Capex spendNumber of Estimates10883
Capex spendHighest-198.8-135.0-120.0-116.0
Capex spendConsensus (Mean)-373.0-284.4-156.8-130.4-123.7
Capex spendLowest-308.1-217.3-164.7-135.0
Clean Air salesNumber of Estimates8663
Clean Air salesHighest2,348.22,360.12,382.42,409.1
Clean Air salesConsensus (Mean)2,319.02,156.62,117.22,082.42,119.8
Clean Air salesLowest2,040.71,972.21,936.91,940.1
Clean Air, underlying operating profitNumber of Estimates9773
Clean Air, underlying operating profitHighest296.0310.4342.7369.4
Clean Air, underlying operating profitConsensus (Mean)273.0281.6302.0308.6326.3
Clean Air, underlying operating profitLowest249.4294.6268.0268.6
PGM Services underlying salesNumber of Estimates8663
PGM Services underlying salesHighest459.4454.8466.7480.8
PGM Services underlying salesConsensus (Mean)464.0441.9444.9456.8461.1
PGM Services underlying salesLowest422.1430.5439.2447.9
PGM Services underlying operating profitNumber of Estimates9773
PGM Services underlying operating profitHighest138.2137.0153.0136.4
PGM Services underlying operating profitConsensus (Mean)149.0130.3124.6130.6131.2
PGM Services underlying operating profitLowest118.1114.1111.0124.2
Catalyst Technologies underlying salesNumber of Estimates8663
Catalyst Technologies underlying salesHighest722.50.00.00.0
Catalyst Technologies underlying salesConsensus (Mean)669.0679.10.00.00.0
Catalyst Technologies underlying salesLowest632.00.00.00.0
Catalyst Technologies underlying operating profitNumber of Estimates9773
Catalyst Technologies underlying operating profitHighest105.00.00.00.0
Catalyst Technologies underlying operating profitConsensus (Mean)92.096.40.00.00.0
Catalyst Technologies underlying operating profitLowest88.90.00.00.0
Hydrogen Technolgies underlying salesNumber of Estimates8663
Hydrogen Technolgies underlying salesHighest96.7103.7129.7162.1
Hydrogen Technolgies underlying salesConsensus (Mean)60.068.879.794.8125.9
Hydrogen Technolgies underlying salesLowest50.065.077.8100.5
Hydrogen Technologies underlying operating profitNumber of Estimates9773
Hydrogen Technologies underlying operating profitHighest-14.04.210.012.1
Hydrogen Technologies underlying operating profitConsensus (Mean)-39.0-21.2-1.24.810.7
Hydrogen Technologies underlying operating profitLowest-28.0-10.00.010.0
Eliminations (inter-sector sales)Number of Estimates8663
Eliminations (inter-sector sales)Highest-72.5-50.0-50.0-50.0
Eliminations (inter-sector sales)Consensus (Mean)-79.0-78.6-66.0-66.4-72.1
Eliminations (inter-sector sales)Lowest-85.0-82.3-84.8-87.3
Corporate, underlying operating profitNumber of Estimates9773
Corporate, underlying operating profitHighest-72.2-79.4-78.6-82.0
Corporate, underlying operating profitConsensus (Mean)-87.0-85.9-89.3-87.0-89.4
Corporate, underlying operating profitLowest-91.0-95.9-93.4-96.2
Disclaimer

This document has been issued by Vara Research GmbH for information purposes only and is not intended to constitute investment advice. It is based on estimates and forecasts of various analysts regarding revenues, earnings and business developments of the relevant company. The company did not participate in the compilation of the estimates and it does not endorse them. Such estimates and forecasts cannot be independently verified by reason of the subjective character. Vara Research GmbH gives no guarantee, representation or warranty and is not responsible or liable as to its accuracy and completeness.