Company Morgan Advanced Materials plc

Equities

MGAM

GB0006027295

Industrial Machinery & Equipment

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Morgan Advanced Materials plc

EPS Revisions

Quarterly revenue - Rate of surprise

Sector Other Industrial Machinery & Equipment

Market Closed - London S.E. Other stock markets 11:35:18 2024-04-26 EDT			5-day change	1st Jan Change
306 ^GBX	+1.16%		+6.43%	+8.13%

04-24	Transcript : Morgan Advanced Materials plc - Analyst/Investor Day
04-24	Morgan Advanced Materials to Flag Bullish Outlook in Capital Markets Update	MT

Morgan Advanced Materials plc is a United Kingdom-based manufacturer of advanced carbon and ceramic materials. Its segments include Thermal Ceramics, Molten Metal Systems, Electrical Carbon, Seals and Bearings and Technical Ceramics. The Thermal Ceramics segment includes products that are used in the industrial processing of metals, petrochemicals, cement, ceramics and glass, and by manufacturers in automotive, marine, aerospace, and domestic applications in insulation and fire protection. Its Molten Metal Systems segment manufactures a range of crucibles and foundry consumables for non-ferrous metal melting applications. Its Electrical Carbon segment products include electrical carbon brushes and collectors, brush holders, slip rings and linear transfer systems. Its Seals and Bearings segment includes products used in advanced carbon/graphite, silicon, carbide, alumina and zirconia materials. Technical Ceramics segment engineers functional and structural ceramic materials, and others.

Number of employees: 8,694

GBP in Million	2022	Weight	2023	Weight	Delta
Thermal Ceramics 36.1 %	421	37.9 %	402	36.1 %	-4.56%
Technical Ceramics 28.1 %	296	26.6 %	313	28.1 %	+5.88%
Electrical Carbon 18.1 %	189	17.0 %	201	18.1 %	+6.73%
Seals and Bearings 13.1 %	149	13.4 %	146	13.1 %	-1.82%
Molten Metal Systems 4.7 %	58	5.2 %	52	4.7 %	-9.69%

GBP in Million	2022	Weight	2023	Weight	Delta
United States 38.3 %	406	36.5 %	427	38.3 %	+5.37%
Other Asia, Australasia, Middle East and Africa 17.7 %	194	17.5 %	197	17.7 %	+1.55%
Other Europe 15.5 %	182	16.4 %	173	15.5 %	-4.84%
China 10.3 %	121	10.9 %	115	10.3 %	-5.44%
Germany 8.0 %	85	7.7 %	89	8.0 %	+4.23%
Other North America 4.0 %	39	3.5 %	45	4.0 %	+14.83%
United Kingdom 3.9 %	53	4.8 %	44	3.9 %	-18.05%
South America 2.2 %	32	2.8 %	25	2.2 %	-20.89%

Managers	Title	Age	Since
Pete Raby CEO	Chief Executive Officer	56	15-07-31
Richard Armitage DFI	Director of Finance/CFO	59	22-05-29
Winifred Chime SEC	Corporate Secretary	-	22-07-10

Members of the board	Title	Age	Since
Ian Marchant CHM	Chairman	63	23-01-31
Helen Bunch BRD	Director/Board Member	59	16-02-23
Elizabeth Aikman BRD	Director/Board Member	58	17-07-30
Richard Armitage DFI	Director of Finance/CFO	59	22-05-29
Hin Yong Woon BRD	Director/Board Member	65	19-05-09
Laurence Mulliez BRD	Director/Board Member	58	16-04-30
Pete Raby CEO	Chief Executive Officer	56	15-07-31

	Vote	Quantity	Free-Float	Total Float
Stock A	0	311,954	0	98.24 %
Stock B	1	285,369,988	280,780,232 ( 98.39 %)
Stock C	0	125,327	0

Name	Equities	%	Valuation
Threadneedle Asset Management Ltd. 6.950 %	19,833,705	6.950 %	71 M p
Aberforth Partners LLP 6.628 %	18,915,234	6.628 %	68 M p
FIL Investment Advisors (UK) Ltd. 5.401 %	15,414,047	5.401 %	55 M p
Janus Henderson Investors UK Ltd. 5.095 %	14,540,443	5.095 %	52 M p
Black Creek Investment Management, Inc. 5.000 %	14,269,458	5.000 %	51 M p
M&G Investment Management Ltd. 4.994 %	14,251,115	4.994 %	51 M p
AXA Investment Managers UK Ltd. 4.920 %	14,039,985	4.920 %	51 M p
GLG Partners LP 3.998 %	11,410,477	3.998 %	41 M p
BlackRock Investment Management (UK) Ltd. 3.396 %	9,692,035	3.396 %	35 M p
The Vanguard Group, Inc. 3.209 %	9,156,779	3.209 %	33 M p

Name	Equities	%	Valuation
Amati Global Investors Ltd. 26.15 %	81,580	26.15 %	74 329 p
Miton Asset Management Ltd. (Investment Management) 0.000000 %	0	0.000000 %	- p

Name	Equities	%	Valuation
MORGANITE CRUCIBLE (INDIA) LIMITED 75.00%	4,200,000	75.00%	67,429,614 $

Morgan Advanced Materials Plc

York House Sheet Street

SL4 1DD, Windsor

http://www.morganadvancedmaterials.com

address Morgan Advanced Materials plc(MGAM)

Name	Category and Sector
MORGANITE CRUCIBLE (INDIA) LIMITED	Miscellaneous Manufacturing
Morganite Industries, Inc. (North Carolina)
The Morgan Group Senior Staff Pension & Life Assurance Scheme	Investment Managers
Morgan Advanced Materials India Pvt Ltd.

Trading Rating

Investor Rating

ESG Refinitiv

B+

More Ratings

Sell

Buy

Mean consensus

BUY

Number of Analysts

Last Close Price

3.06 GBP

Average target price

3.667 GBP

Spread / Average Target

+19.83%

Consensus

Estimates Revisions

Company calendar

Industrials

Industrial Goods

Machinery, Equipment & Components

Industrial Machinery & Equipment

Other Industrial Machinery & Equipment

	1st Jan change	Capi.
MORGAN ADVANCED MATERIALS PLC	+8.13%	1.08B
ATLAS COPCO AB	+11.73%	82.35B
PARKER-HANNIFIN CORPORATION	+20.17%	71.09B
INGERSOLL RAND INC.	+20.89%	37.72B
XYLEM INC.	+15.77%	32.01B
FANUC CORPORATION	+9.19%	27.2B
FORTIVE CORPORATION	+3.18%	26.74B
SANDVIK AB	+4.22%	26B
TECHTRONIC INDUSTRIES CO. LTD.	+16.93%	25.5B
DOVER CORPORATION	+17.14%	24.76B

Other Industrial Machinery & Equipment