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Michelmersh (MBH) investor relations material
Michelmersh 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 increased 1.1% year-over-year to £35.8m, driven by resilient UK dispatch volumes despite challenging European markets.
Adjusted EBITDA fell 18.1% to £5.9m, with margin at 16.5% (down from 20.3%), mainly due to a one-off shutdown at Carlton and weak Belgian demand.
Interim dividend maintained at 1.60p per share, reflecting confidence in the business outlook.
CEO transition: Peter Sharp stepped down, succeeded by Ryan Mahoney; Rachel Warren appointed CFO.
Net cash position of £1.5m and a £20m borrowing facility support financial resilience.
Financial highlights
Revenue: £35.8m (up 1.1% year-over-year); gross margin: 33.6% (down from 36.2%).
Adjusted operating profit: £4.0m (down 24.5%); adjusted EBITDA: £5.9m (down 18.1%).
Adjusted EPS: 3.30p (down 22.9%); basic EPS: 2.47p (down 26.7%).
Net asset value per share: 101.3p (up from 98.3p); net cash: £1.5m at period end.
Operating cash conversion: 72.9% for HY25; capital expenditure was £3.8m, front-loaded for efficiency improvements.
Outlook and guidance
Order intake continues to outpace manufacturing volumes, supporting a balanced order book for H2.
Temporary closure of Floren in Q3 due to slow Belgian market recovery, with reopening planned for Q4.
Full-year 2025 performance expected to be broadly in line with FY24, with growth anticipated in 2026.
Energy price hedging covers over 70% of expected requirements for H2 2025.
Medium-term market fundamentals remain positive, but timing of recovery in UK and Belgium is uncertain.
Operational stability for H2 margin growth
Address increasing brick inventory
Balance dividend and buyback programs
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Next Michelmersh earnings date
H2 202527 Mar, 2026
Next Michelmersh earnings date
H2 202527 Mar, 2026
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Frequently asked questions
Michelmersh Brick Holdings plc is a manufacturer and supplier of premium bricks, tiles, and clay products. The company serves the construction and building materials industry, offering a range of high-quality bricks for residential, commercial, and industrial projects. Michelmersh's products are used in both new builds and restoration projects, focusing on durability and aesthetic appeal. The company operates through several established brands, providing traditional handmade bricks, machine-made options, and bespoke solutions to meet varying architectural requirements. The company is headquartered in Haywards Heath, England, and its shares are listed on the LSE.
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