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Grafton Group (GFTU) investor relations material
Grafton Group H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary4 Sep, 2025
Executive summary
Achieved organic revenue growth of 2.4% like-for-like, led by strong performances in Spain and Ireland, and a return to profit growth in UK Distribution for the first time since 2021.
Nearly two-thirds of revenue now generated outside the UK, reflecting ongoing diversification and operational improvements.
Continued investment in business development, including the acquisition of HSS Hire in Ireland and successful integration of Salvador Escoda in Spain.
Operational efficiencies and self-help actions supported performance, positioning the group for recovery.
Gross margin improved by 60bps, offsetting inflationary and labour cost pressures; operating margin held steady at 7.3%.
Financial highlights
Revenue rose 10.1% year-over-year to £1,252.4m, with acquisitions contributing £106m, mainly from Salvador Escoda.
Adjusted operating profit up 9.5% year-over-year to £91.0m; adjusted EPS increased by 6.5% to 35.5p.
Free cash flow of £78.0m, representing 86% conversion of adjusted operating profit; net cash (pre-leases) at £245.8m.
£81m returned to shareholders via dividends and buybacks; interim dividend up 2.4% to 10.75p per share; new £25m buyback program announced.
Adjusted ROCE at 10.9%, above estimated WACC of 9%.
Outlook and guidance
H2 trading conditions expected to mirror H1, with continued growth in Ireland and Spain; other markets to remain similar.
2025 adjusted operating profit expected to be broadly in line with analysts’ expectations; key trading months ahead.
Medium-term outlook remains positive across all geographies, with market recovery anticipated in weaker regions and structural housing shortages supporting fundamentals.
Technical guidance: finance charge £9–10m, tax rate ~19.5%, depreciation/amortisation £150m, capex £25–30m.
Finland's operational challenges: What caused them?
UK Dist. margin strategy: What was the key?
M&A outlook: UK vs. Spain differences?
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Next Grafton Group earnings date
Trading Update13 Nov, 2025
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Trading Update13 Nov, 2025
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Frequently asked questions
Grafton Group plc is an international distributor of building materials and a provider of related services. The company operates across three main segments: Distribution, Retailing, and Manufacturing. Its distribution business supplies building and plumbing materials primarily to trade professionals involved in residential repair, maintenance, and new construction projects. The retailing arm, primarily through the Woodie's brand, is the largest DIY and home improvement retailer in Ireland. The manufacturing segment produces dry mortar and other construction materials under brands like CPI Euromix and StairBox. The company is headquartered in Dublin, Ireland, and its shares are listed on the London Stock Exchange.
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