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 |
|
|
|
|
|
6,140 |
7,213 |
7,772 |
|
|
6,039 |
6,739 |
7,175 |
|
|
5,899 |
6,357 |
6,828 |
| |
| Estimates |
|
15 |
15 |
15 |
| |
| Profit before Tax (£m) |
363 |
|
|
|
|
|
419* |
564 |
647 |
|
|
409* |
510 |
566 |
|
|
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.
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