)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Macfarlane Group (MACF) investor relations material
Macfarlane Group H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary2 Sep, 2025
Executive summary
Revenue grew 13% year-over-year to £146.6m, driven by acquisitions, while organic sales declined 1% due to price deflation and weak demand.
Adjusted operating profit fell 22% year-over-year to £9.8m, mainly from lower gross margins and higher operating costs.
Distribution segment saw flat revenues but a sharp decline in adjusted operating profit, while Manufacturing Operations benefited from acquisitions and sector demand.
Net bank debt increased to £15.2m due to acquisitions, dividend, and buyback outflows; pension scheme surplus remains strong at £9.2m.
Full-year results are expected to align with previous market guidance.
Financial highlights
Revenue: £146.6m (+13% YoY), with 14% from acquisitions and a 1% organic decline.
Adjusted operating profit: £9.8m (-22% YoY); gross margin down from 39.7% to 37.8%.
Net bank debt: £15.2m at period end, up from £1.9m, reflecting acquisition and capital outflows.
Dividend held at 0.96p per share, with cover at 2.4x; EPS declined in line with profit.
Net cash inflow from operating activities: £12.4m (vs £14.1m prior year).
Outlook and guidance
Second half expected to benefit from seasonal uplift, new business, price increases, cost controls, and acquisition synergies.
Net margins projected to rise from just under 7% in H1 to near 9% in H2, stabilizing around 8% in 2026.
No further acquisitions planned for 2025; M&A to resume in 2026.
Share buyback program of £4m underway, prioritizing capital returns in the short term.
Board remains confident in medium-term prospects due to strengthened sales and differentiated proposition.
Packaging Distribution margin decline drivers?
Manufacturing organic growth outlook for H2 2025?
Future M&A capacity given H1 net debt increase?
East Midlands project: What is the revised savings?
Pension scheme buy-in: What is the timeline?
Online shop: What revenue percentage is targeted?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Macfarlane Group earnings date
H2 202526 Feb, 2026
Next Macfarlane Group earnings date
H2 202526 Feb, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Macfarlane Group PLC is a UK-based company in the packaging sector, with a significant presence in the UK, Ireland, and Continental Europe. The company's operations are primarily divided into two main areas: Packaging Distribution, which accounts for the majority of its sales, and Packaging Design and Manufacture. The company's design and manufacture division focuses on creating bespoke packaging solutions, particularly for high-value products requiring protection during storage and transit, servicing sectors such as electronics, aerospace, and medical. The company is headquartered in Glasgow, Scotland, and its shares are listed on the London Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage