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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%), impacted by one-off shutdowns and cost pressures.
Gross profit declined 6.3% to £12.0m due to an extended shutdown at Carlton, impacting profits.
Interim dividend of 1.60p declared, reflecting confidence in outlook and shareholder returns.
CEO transition: Peter Sharp stepped down, Ryan Mahoney appointed CEO, Rachel Warren as CFO; board continuity maintained.
Financial highlights
Revenue: £35.8m (up 1.1% year-over-year).
Gross margin: 33.6% (down from 36.2%).
Adjusted EBITDA: £5.9m (down 18.1%).
Adjusted operating profit: £4.0m (down 24.5%).
Net cash position of £1.5m maintained at period end.
Outlook and guidance
Order intake continues to outpace manufacturing volumes, supporting a balanced order book.
Temporary closure of Floren in Q3 due to weak Belgian market, with reopening planned for Q4.
Full-year FY25 performance expected to be broadly in line with FY24, with growth targeted for FY26.
Energy price hedging covers over 70% of expected requirements for H2 2025.
Medium-term 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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