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Analysts and consensus

COMPANY

NAME

TEL

Bank of America Merrill Lynch

Mark Manduca

020 7995 8263

Barclays

Rishika Savjani

020 3134 6488

Canaccord Genuity Gert Zonneveld 020 7523 8377

Citigroup

Roger Elliot

020 7986 3991

Deutsche Bank Anand Date 020 7547 8906

HSBC

Joe Thomas

020 7992 3618

Investec Securities

Alex Paterson

020 7597 5528

Jefferies

Joe Spooner    

020 7029 8183

JPMorgan Cazenove

Sam Bland

020 7134 2017

Liberum Capital

Gerald Khoo

020 3100 2195

Morgan Stanley

Annelies Vermeulen

020 7425 4367

Royal Bank of Canada Capital Markets

Damian Brewer

020 7653 4900

Shore Capital

Martin Brown

020 7079 1674

UBS    

Peter Larkin

020 7568 5674

Last updated: November 2016

 

 

Analyst Consensus

 

Analyst ratings

Buy       10

Hold      3

Consensus estimates

In November 2016, The Go-Ahead Group announced it would change the way in which it accounts for rail pensions in its income statement, resulting in analysts revising forecasts. Analysts' forecasts not yet updated to reflect this change have been excluded from the following consensus figures.

    Consensus average Min Max
Revenue (£m)        
  2017 3,419.6 3,308.0 3,514.9
  2018 3,328.6 3,125.0 3,409.5
  2019 2,866.4 2,469.5 2,902.0
Operating profit (£m)        
  2017 163.0 159.9 167.9
  2018 163.5 147.8 175.3
  2019 143.9 113.3 147.3
PBT (£m)        
  2017 143.7 140.4 145.0
  2018 145.1 130.9 158.2
  2019 126.1 96.8 129.9
EPS (p)        
  2017 220.0 213.7 237.3
  2018 225.6 206.5 240.8
  2019 206.6 175.8 211.8
DPS (p)        
  2017 102.1 99.0 106.9
  2018 106.7 100.0 113.0
  2019 112.1 100.0 119.4
Net debt (exc. restricted cash) (£m)        
  2017 236.4 188.7 287.8
  2018 196.5 104.8 271.9
  2019 179.2 142.5 229.1

*Before exceptional items, goodwill impairment and amortisation

The above estimates have been provided to The Go-Ahead Group by a number of registered investment analysts and are publicly available. These estimates are forward looking and are therefore subject to risks and uncertainties that may materially affect eventual results. These estimates are not endorsed by The Go-Ahead Group and the Group assumes no obligation to update or revise them to reflect circumstances arising after the date below.

Last updated: February 2017