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Analysts and consensus

COMPANY

NAME

TEL

Bank of America Merrill Lynch

Mark Manduca

020 7995 8263

Canaccord Genuity Gert Zonneveld 020 7523 8377
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

Royal Bank of Canada Capital Markets

Damian Brewer

020 7653 4900

Shore Capital

Martin Brown

020 7079 1674

UBS    

Dominic Edridge

020 7568 8779

 

 

 

Analyst Consensus

 

Analyst ratings

Buy       8

Hold      2

Sell       1

Consensus estimates

    Consensus
average
Min Max
Revenue(£m)        
  2018 3,243.6 3,039.8 3,388.6
  2019 2,735.8 2,345.4 2,919.2
  2020 2,511.3 2,301.8 2,638.5
Operating profit (£m)        
  2018 117.8 106.7 123.0
  2019 104.6 92.3 115.6
  2020 107.6 97.2 126.0
Bus operating profit (£m)        
  2018 89.6 80.0 92.4
  2019 91.7 81.2 97.5
  2020 94.1 82.4 101.6
Rail operating profit (£m)        
  2018 28.2 21.8 32.5
  2019 12.8 2.3 23.2
  2020 13.2 1.8 27.7
PBT (£m)        
  2018 106.8 97.0 110.8
  2019 94.4 85.6 107.5
  2020 97.8 86.8 111.0
EPS (p)        
  2018 170.0 108.6 188.9
  2019 167.1 156.0 185.4
  2020 174.4 158.2 190.0
DPS (p)        
  2018 101.8 98.0 105.0
  2019 101.8 98.0 105.1
  2020 102.3 98.0 108.3
Net debt (exc. restricted) (£m)        
  2018 276.8 204.0 331.7
  2019 235.6 128.0 315.6
  2020  204.6 24.0 305.1

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: October 2017