Does Enero have a future?

enero logoBack in the days when Enero was called Photon Group, it was Australia’s most talked about marketing services group. These days it is much smaller, and more conventionally run. But the stock market appears to value the company at less than the sum of its parts – raising the question of its long-term future. Robin Hicks reports in a feature that first appeared in Encore.

The bosses of what was once Australia’s largest marketing group, Enero, must be thoroughly fed up with being asked if is to be sold, broken up or has a miraculous recovery plan up its sleeve.

The company once known as Photon, and once worth around $2bn, has just released financial figures that do not make those questions go away.

An EBITDA loss of $76m for the first half of the financial year and operating profit of just $2.3m reflects not just the legacy of the company, but also the challenges its companies face within a tough market. The fact that continuing revenues were down to $135m from $175m in the same period a year before underlines this.

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