UK's Keller Group 2025 revenue beats expectations, plans £100 mln buyback

Keller

03/03/2026 07:13

in Key Details table, corrects Adjusted EPS to GBP 2.113, from GBP 211.30, and Adjusted Operating Margin to 7.1% from 9.2%

Overview

Geotechnical contractor's 2025 revenue rose 3.4%, beating analyst expectations

Adjusted EPS for 2025 beat analyst expectations

Company plans £100 mln share buyback in 2026

Outlook

Keller Group plans a £100 mln share buyback in 2026

Company expects demand supported by infrastructure and energy transition

Result Drivers

EUROPE AND MIDDLE EAST RECOVERY - Significant profit increase due to operational improvements and non-recurrence of prior losses in Middle East

NORTH AMERICA INFRASTRUCTURE - Revenue driven by infrastructure projects, despite profit impact from soft residential market

ASIA-PACIFIC GROWTH - Strong revenue growth in Austral and Keller Asia, offset by softer trading in Keller Australia

Company press release: ID:nRSC0250Va

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Beat
GBP 3.09 bln
GBP 3.02 bln (6 Analysts)
FY Adjusted EPS
Beat
GBP 2.113
GBP 2.08 (6 Analysts)
FY Adjusted Operating Profit
Beat
GBP 218.20 mln
GBP 214.52 mln (6 Analysts)
FY Adjusted Operating Margin
7.1%
FY Operating Profit
GBP 207.30 mln
FY Pretax Profit
GBP 186.40 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction & engineering peer group is "buy"

Wall Street's median 12-month price target for Keller Group PLC is GBp1,990.00, about 0.5% below its March 2 closing price of GBp2,000.00

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 7 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.)