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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Grafton Group
Grafton Group (GFTU) investor relations material
Grafton Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary3 Sep, 2026
Executive summary
Revenue grew 6.7% year-over-year to £1,336m, with adjusted operating profit up 8.2% to £98.5m and adjusted EPS up 10.8% to 39.4p, reflecting share buybacks and capital allocation.
Interim dividend increased by 2.3% to 11.00p per share, and full-year adjusted operating profit guidance of £190m–£200m was reaffirmed.
Two acquisitions (Cygnum in Ireland and Mercaluz in Spain) completed, both integrating well and contributing to growth.
Strong performance in Ireland and Iberia offset weakness in Great Britain.
Balance sheet remains robust, supporting ongoing investment, M&A activity, and share buybacks.
Financial highlights
Adjusted operating profit margin improved by 10bps to 7.4% year-over-year.
Adjusted profit before tax rose 7.1% to £93.0m; adjusted profit after tax up 7.4% to £74.8m.
Free cash flow was £70.7m (72% conversion), with net debt (inc. leases) at £315.2m and net cash (pre-leases) at £78.3m.
Adjusted ROCE at 10.7%, down 20bps year-over-year.
Acquisitions contributed £44.6m revenue and £9.2m operating profit post-acquisition.
Outlook and guidance
Full-year adjusted operating profit guidance reaffirmed at £190m–£200m.
H2 expected to mirror H1: strong in Iberia and Ireland, subdued in Northern Europe, challenging in Great Britain.
Long-term targets: >10% EPS CAGR, cumulative free cash flow of £850m+, and ROCE ≥13% by 2030.
Medium-term outlook positive, driven by housing undersupply and RMI demand recovery.
Management focused on cost control, efficiency, and capital deployment.
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Latest events from Grafton Group
- Revenue edged higher, but profit fell amid weak markets; 2024 like-for-like revenue is expected to be flat.GFTU
H2 2023 - H1 2026 revenue up 6.7% to £1.34bn; profit guidance held; £25m buyback launched.GFTUQ2 2026 TU
- Targets GBP 850m+ FCF, >10% EPS CAGR, and 13% ROCE by 2030 via growth and digitalization.GFTUCMD 2026
- Acquisitions and growth in Iberia and Ireland offset weak UK markets, supporting 2026 profit guidance.GFTUQ1 2026 TU
- Revenue and profit growth driven by acquisitions and strong Irish and Iberian markets.GFTUH2 2025
- Profit and revenue in line with expectations, led by Ireland and Iberia growth.GFTUTrading update
- Profit and revenue rose over 9%, led by Ireland and Spain, with strong cash returns to shareholders.GFTUH1 2025
- Acquisition of Salvador Escoda expands Iberian presence as profits remain stable.GFTUTrading Update & Acquisition
- Profit fell but strong cash flow and Irish growth supported a new buyback and dividend hike.GFTUH1 2024
Next Grafton Group earnings date
Q3 2026 TU16 Nov, 2026
Grafton Group
Next Grafton Group earnings date
Q3 2026 TU16 Nov, 2026
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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.