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UK's Tekmar H1 revenue rises 31% on oil and gas demand

UK's Tekmar H1 revenue rises 31% on oil and gas demand


Overview

  • UK asset protection tech firm's H1 revenue rose 31% yr/yr, driven by oil & gas projects

  • Adjusted EBITDA turned positive, reflecting improved margins and cost control

  • Company expects stronger H2 performance, supported by record order backlog and contract wins


Outlook

  • Tekmar expects strong revenue and profit delivery in H2 FY26

  • Company expects trading momentum to continue and material improvement in FY26 vs FY25

  • Tekmar sees positive long-term growth indicators across offshore wind, oil & gas, and marine infrastructure


Result Drivers

  • OIL & GAS SHIFT - Co said increased activity and revenue mix weighted toward Oil & Gas projects drove H1 results

  • PROCESS IMPROVEMENTS - Co attributed higher gross margins to process improvements and cost control

  • PRODUCT PORTFOLIO CHANGE - Co said sales of polyurethane products to Oil & Gas customers offset lower concrete product revenues and helped manage Offshore Wind project timing


Company press release: ID:nRSR8197Ia


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

H1 Revenue

GBP 16.20 mln

H1 Adjusted EBITDA

GBP 100,000

H1 Gross Margin

30.50%


Analyst Coverage

  • The one available analyst rating on the shares is "strong buy"

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

  • Wall Street's median 12-month price target for Tekmar Group PLC is GBp30.00, about 78.6% above its June 17 closing price of GBp16.80


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.)

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