​Analyst coverage and consensus forecasts

House Analyst Telephone
Arden Partners David Larkam +44 (0) 20 7614 5900
Barclays Capital​ Mike Tyndall​  +44 (0) 20 7773 2327
Bank of America Merrill Lynch Celine Fornaro +44 (0) 20 7628 1000
Citi Investment Research John Lawson +44 (0) 20 7986 4095
Collins Stewart Mark Wilson +44 (0) 20 7523 8000
Credit Suisse Nick Wilson +44 (0) 20 7888 8888
Evolution Securities Harry Philips +44 (0) 20 7071 4300
Goldman Sachs Stephen Puetter +44 (0) 20 7552 2919
Investec Securities Andrew Gollan +44 (0) 20 7597 5000
Jefferies International Sandy Morris  +44 (0) 20 7029 8000
J P Morgan Cazenove Glen Liddy +44 (0) 20 7155 5000
Redburn Partners Andy Chambers +44 (0) 20 7000 2020
RBC Andrew Carter +44 (0) 20 7653 4000
UBS Stephen Swanton +44 (0) 20 7568 4271

 

12 months ended 31 December

  Reported Analysts Forecasts
2010 2011 2012 2013
 
Estimates   14 14 14
 
Sales (£m) 5,429      
  • High
  6,140 7,213 7,772
  • Mean
  6,039 6,739 7,175
  • Low
  5,899 6,357 6,828
 
Estimates   15 15 15
 
Profit before Tax (£m) 363      
  • High
  419* 564 647
  • Mean
  409* 510 566
  • Low
  389* 462 478

 * including the expected one-off costs relating to the temporary Gallatin plant closure. The mean PBT consensus figure excluding the impact of Gallatin is £440m.

 

Analyst Consensus

This analysis is a collation of underlying, publicly available forecasts made by contributing investment analysts and is not, in any way, based on GKN plc’s (GKN) forecasts.  The underlying forecasts are the responsibility, and constitute the judgement, of each individual contributing analyst alone and have not been commented on by GKN.  In distributing this analysis, GKN does not imply its endorsement of, or concurrence with, such information, conclusions or recommendations.

GKN is not authorised by the FSA and cannot offer investment advice. This information should not be relied upon in any investment decision, and although GKN intends to update the analysis periodically, GKN assumes no obligation to update or revise such information to reflect circumstances existing after the date below.  None of GKN, its subsidiary undertakings or any director, officer or employee of GKN or its subsidiary undertakings gives any representation or warranty, express or implied, as to, or accepts any responsibility for, the accuracy or completeness of the forecasts used in this analysis and none of them shall accept any liability whatsoever for the consequences of any reliance upon or actions taken based on any of the information in this analysis.

February 2012