What 93/100 management credibility looks like — SKL.NZ breakdown

Skellerup Holdings. Not exciting — rubber and polymer products.

But I've been tracking their forward guidance vs actual results for 7 years.

Result: Nine consecutive record EBIT years. Management Credibility Score: 93/100.

The financials:

- Q Score: 80/100

- ROE: 23.2%

- PE: 18.8

- Dividend: 5.4%

- Low debt (24.5 D/E)

Concerns:

- 37% revenue from US (tariff risk)

- Growth slowing

Not a recommendation — just sharing what consistent management execution looks like.

Anyone else tracking management credibility this way?

Q