PZ Cussons slashes dividend and revenue forecast on FX woes

  • PZ Cussons now expects adjusted working income of £55-60m this yr
  • The agency’s shares have been the largest FTSE 250 faller on Wednesday morning

PZ Cussons shares slumped on Wednesday morning after the group lower its earnings forecast and dividend, because it continues to endure the devaluation of Nigeria’s naira.

The Imperial Leather proprietor now expects adjusted working income of £55million to £60million within the present monetary yr, in opposition to consensus forecasts for £61.5million to £68.2million.

PZ Cussons shares sunk 16.4 per cent, or 21p, to 107p by 10am, making them the largest faller on the FTSE 250 Index by a ways.

Reduced forecast: Imperial Leather proprietor PZ Cussons now expects adjusted working income of £55million to £60million within the present monetary yr

Chief govt Jonathan Myers mentioned the weakening naira, which has depreciated by 70 per cent over the previous yr, is the ‘most vital problem we now have confronted by far’.

Last week, Nigeria devalued its forex for the second time in eight months as a part of plans to overtake its change charge system and appeal to extra abroad funding to the nation.

PZ Cussons doesn’t anticipate a ‘important rebound’ within the naira’s worth, so it has determined to slash its interim dividend payout by 44 per cent to 1.5 per share.

Myers mentioned: ‘Whilst we proceed to make good progress in managing this volatility, the additional devaluation in latest weeks will inevitably affect our FY24 outcomes.

‘As a board, we now have taken the prudent step to cut back the interim dividend in mild of the devaluation.’

In the six months ending 2 December, the naira’s drop in worth contributed to international change losses of £88.2million and a £150.6million fall in web belongings for PZ Cussons.

As a end result, the Manchester-based agency plummeted to an £89.7million statutory working loss, having made a £39.2million revenue the earlier yr.

Revenue additionally declined by 17.8 per cent to £277.1million despite the fact that it rose on a like-for-like foundation for the ninth consecutive quarter, partly due to value hikes.

Turnover was additional hit by decrease demand for Cussons Baby merchandise in Indonesia, in addition to a weaker Indonesian Rupiah and Australian Dollar.

Across Europe and the Americas, turnover decreased marginally to £97.2million as a consequence of fewer purchases of magnificence manufacturers Sanctuary Spa and St Tropez offsetting progress in its Childs Farm and UK private care companies.

Founded in Sierra Leone 140 years in the past, PZ Cussons’s different manufacturers embrace Carex and Original Source handwash, child meals maker Rafferty’s Garden, and dishwashing liquid Morning Fresh.

Analysts at Numis mentioned: ‘We proceed to consider within the potential of PZ Cussons administration to ship a cloth transformation within the high quality of earnings for the group however acknowledge latest Nigerian occasions have delayed progress in direction of this objective.’