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Investor Relations14 Oct 2025
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Bellway (BWY) investor relations material
Bellway H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary14 Oct, 2025
Executive summary
Achieved strong performance in FY25 with 8,749 home completions, up 14.3%, and operating margin rising to 10.9%, driving operating profit to £300 million.
Net private sales rate per outlet per week increased to 0.57, and the order book at 31 July rose to 5,307 homes, with forward sales covering 65% of FY 2026 guidance.
Underlying return on equity improved to 8.2% from 6.5% the previous year.
New capital allocation framework introduced, emphasizing capital efficiency, cash generation, and enhanced shareholder returns, including a £150 million share buyback.
Financial highlights
Total revenue grew 16.9% to £2,782.8m, with housing revenue up 17.5% to £2,768.3m year-over-year.
Private output up 20.3% to 6,924 homes; social output normalized at 21% of completions, with social completions at 1,825 homes.
Average selling price rose 2.8% to £316,000, with private ASP at £350.4k and social at £187.3k.
Gross margin improved by 40 bps to 16.4%; underlying PBT up 27.9% to £289 million.
Proposed full-year dividend increased to 70p per share, up 29.6%.
Outlook and guidance
FY26 guidance targets around 9,200 completions, with social completions expected to represent about 20% of volume output and ASP around £320,000.
Operating margin expected to remain near 11%; admin overhead to rise to £170 million due to wage and NIC increases.
Multi-year plan to reach 10,000 homes by FY 2028, assuming stable market and modest outlet growth.
What market conditions enable 11k units for 14% ROE?
Update on structural defect recovery litigation
What is your November budget wish list?
The 14% ROE target is a stretch. What are the key drivers beyond 10k units?
When will timber frame facility meaningfully impact efficiency?
What is the outlook for build safety cost recoveries?
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Next Bellway earnings date
H1 202624 Mar, 2026
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Frequently asked questions
Bellway p.l.c. is a UK-based residential property developer that focuses on the construction and sale of homes across England, Scotland, and Wales. The company builds a wide range of properties, from apartments to family homes, catering to first-time buyers, families, and investors. Bellway operates through regional divisions, offering both private housing developments and partnerships with local authorities and housing associations to deliver affordable housing. The company emphasizes quality construction and customer service in its residential projects. The company is headquartered in Newcastle upon Tyne, England, and its shares are listed on the London Stock Exchange.
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