Overview
UK sustainable water and climate products provider's FY 2025 revenue grew 7.3% yr/yr, slightly missed analyst expectations
Adjusted operating profit for FY 2025 beat analyst expectations
Adjusted pretax profit for FY 2025 beat analyst estimates
Outlook
Subdued market conditions in Q4 2025 have continued into Q1 2026
Prolonged wet weather has impacted construction site activity in January and February
Company targets market outperformance by focusing on higher growth segments
Result Drivers
MARKET SHARE GAINS - Genuit achieved revenue growth through targeted market share gains and adoption of new solutions in high-growth segments
ACQUISITIONS CONTRIBUTION - Recent acquisitions of Monodraught and Davidson Holdings added to revenue growth and are expected to be margin accretive
VENTILATION AND ROOFS DEMAND - Strong demand for ventilation systems and blue-green roofs supported revenue growth
Company press release: ID:nRSJ9479Va
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Slight Miss*
GBP 602.10 mln
GBP 607.48 mln (8 Analysts)
FY Adjusted Operating Profit
Beat
GBP 94.40 mln
GBP 87.30 mln (8 Analysts)
FY Adjusted Pretax Profit
Beat
GBP 82.90 mln
GBP 78.03 mln (8 Analysts)
FY Adjusted Operating Margin
15.70%
FY Basic EPS
GBP 0.18
FY Operating Profit
GBP 69.70 mln
FY Pretax Profit
GBP 58.20 mln
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the construction supplies & fixtures peer group is "buy"
Wall Street's median 12-month price target for Genuit Group PLC is GBp425.00, about 39.6% above its March 9 closing price of GBp304.50
The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 12 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)