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Morgan Advanced Materials PLC (GB:BA05)
LSE:BA05
UK Market

Morgan Advanced Materials (BA05) Price & Analysis

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BA05 Stock Chart & Stats

78.75 p
3.25 p(4.30%)
At close: 4:00 PM EST
78.75 p
3.25 p(4.30%)

Bulls Say, Bears Say

Bulls Say
Cash Generation ResilienceImproved operating cash flow and a stronger free cash flow outturn in 2025 provide durable liquidity to fund capital expenditure, ERP and transformation programs, support the dividend and allow targeted debt reduction. This strengthens the company's ability to execute strategic fixes across cycles.
Strong Positions In High-performance End MarketsOutperformance in aerospace, fire protection and Middle East exposures reflects durable demand for high-spec materials. These niche, technology-driven end markets provide structural pricing power, higher barriers to entry and recurring replacement/qualified part demand, reducing revenue cyclicality over time.
Clear Transformation Roadmap And Margin TargetsA stated strategic program (operational effectiveness, growth and portfolio optimization) with quantified savings and a multi‑year margin target provides a credible path to structurally higher margins. If delivered, these initiatives sustainably improve profitability and aid deleveraging.
Bears Say
Exposure To Semiconductor CyclicalityMaterial exposure to semiconductor end markets created a sizable revenue hit and an asset impairment, demonstrating structural cyclicality risk. Continued inventory adjustments and silicon carbide market swings can suppress revenue and margins over multiple quarters and complicate forecasting and recovery.
Moderate-to-elevated LeverageDebt above equity and net leverage near 1.7–1.8x increases interest cost sensitivity and limits balance-sheet flexibility. Higher finance charges and the need to hit deleveraging targets constrain capital allocation, raising execution risk if top-line recovery lags.
Thermal Products Underperformance And ReviewA poorly performing, high‑leverage segment under strategic review raises the prospect of disposal or restructuring, which can cause execution disruption, one‑off costs and lost contribution while options are evaluated, keeping medium‑term profitability and cash generation uncertain.

Morgan Advanced Materials News

BA05 FAQ

What was Morgan Advanced Materials PLC’s price range in the past 12 months?
Morgan Advanced Materials PLC lowest share price was 66.00 p and its highest was 78.75 p in the past 12 months.
    What is Morgan Advanced Materials PLC’s market cap?
    Morgan Advanced Materials PLC’s market cap is £603.97M.
      When is Morgan Advanced Materials PLC’s upcoming earnings report date?
      Morgan Advanced Materials PLC’s upcoming earnings report date is Jul 31, 2026 which is in 113 days.
        How were Morgan Advanced Materials PLC’s earnings last quarter?
        Currently, no data Available
        Is Morgan Advanced Materials PLC overvalued?
        According to Wall Street analysts Morgan Advanced Materials PLC’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
          Does Morgan Advanced Materials PLC pay dividends?
          Morgan Advanced Materials PLC pays a Semiannually dividend of 2.75 p which represents an annual dividend yield of 608.88%. See more information on Morgan Advanced Materials PLC dividends here
            What is Morgan Advanced Materials PLC’s EPS estimate?
            Morgan Advanced Materials PLC’s EPS estimate for its next earnings report is not yet available.
            How many shares outstanding does Morgan Advanced Materials PLC have?
            Currently, no data Available
            What happened to Morgan Advanced Materials PLC’s price movement after its last earnings report?
            Currently, no data Available
            Which hedge fund is a major shareholder of Morgan Advanced Materials PLC?
            Currently, no hedge funds are holding shares in GB:BA05
            What is the TipRanks Smart Score and how is it calculated?
            Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

              Morgan Advanced Materials Stock Smart Score

              Company Description

              Morgan Advanced Materials PLC

              Morgan Advanced Materials PLC is a U.K.-based company that manufactures a wide array of specialized and high-specification materials. The company's product line includes high-temperature insulation products used to reduce energy consumption, electrical carbon, linear and rotary transfer systems used for transferring electrical energy in motor and generator applications, seals and bearings, ceramic cores, piezoelectric sensors and transducers, crucibles, and others. The company's customers come from sectors including healthcare, petrochemical, transportation, electronics, energy, security and defense, and other industrial applications. Morgan Advanced Materials has a global presence, with the United States being the largest markets for the company.

              Morgan Advanced Materials (BA05) Earnings & Revenues

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