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Breedon Group (BREE) investor relations material
Breedon Group H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary23 Jul, 2025
Executive summary
Delivered resilient performance despite macroeconomic headwinds, project delays, and adverse weather, supported by disciplined cost management and strategic focus.
Revenue rose 7% year-over-year to £815.9m, mainly from the Lionmark acquisition, though like-for-like revenue declined 3%.
Integration of Lionmark in the US is progressing, diversifying end-market exposure and supporting future growth.
Interim dividend increased 6% to 4.75p per share, reflecting confidence in future prospects.
Strategic progress made with organizational restructuring to a country-based model and enhanced sustainability initiatives.
Financial highlights
Revenue: £815.9m (up 7% year-over-year); like-for-like revenue down 3%.
Underlying EBITDA: £115.0m (down 3% year-over-year); margin 14.1% (down 130bps).
Free cash outflow of £25.0m before major capital projects; net debt increased to £648.1m, mainly due to Lionmark acquisition.
Covenant leverage at 2.2x, expected to reduce below 2x by year-end.
Adjusted EPS 11.2p (down from 13.9p); ROIC at 7.8%, diluted by recent acquisition.
Outlook and guidance
Full-year profitability expected at the bottom end of current EBITDA expectations due to macroeconomic headwinds.
CapEx guidance maintained at £125m–£135m; net debt forecasted around £590m by year-end.
Working capital outflow for the year expected at £20m–£30m.
2024 seen as the floor for volumes; modest recovery anticipated in 2026.
Long-term growth drivers remain in infrastructure and housing across all platforms.
Assess Lionmark's integration impact on US margins.
Explain the rationale for the country management restructure.
How will Peak Cluster impact decarbonisation goals?
Assess Lionmark's seasonality impact.
Explain GB's volume decline since 2021.
Detail Peak Cluster investment phasing.
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Frequently asked questions
Breedon Group plc, formerly known as Ennstone plc, is a UK-based company specializing in construction materials. The company operates an extensive network of quarries, asphalt plants, and concrete manufacturing facilities, supplying a wide range of products including aggregates, cement, ready-mixed concrete, asphalt, and specialty construction products. These materials cater to various construction needs, from infrastructure projects to residential construction. Breedon Group also offers contracting services, including road surfacing and maintenance. The company's operations span the UK and Ireland, with a significant presence in both markets. The company is headquartered in Breedon on the Hill, Derby, UK, and its shares are listed on the London Stock Exchange.
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