)
)
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.
Yu Group
Yu Group (YU) investor relations material
Yu Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary22 Sep, 2026
Executive summary
Revenue grew 19% year-over-year to £405m, with adjusted EBITDA up 4% to £24m and adjusted diluted EPS up 7% to 103p.
Meter points supplied increased 43% to 153,000, and aggregate contracted revenue rose 42% to £1.7bn.
Interim dividend increased 9% to 24p per share, covered 4.3x by adjusted earnings.
Strong cash position of £129m, up 9% year-over-year, supporting ongoing investment and dividend growth.
Financial highlights
Revenue: £405m (+19% YoY); Adjusted EBITDA: £24m (+4% YoY); Profit before tax: £22m (-4% YoY).
Gross margin declined to 12.6% (from 13.6%); net customer contribution margin at 9.9%.
Operating cash inflow: £38m; closing cash: £129m.
Adjusted diluted EPS: 103p (+7% YoY); statutory basic EPS: 93p (-5% YoY).
Interim dividend: 24p per share (+9% YoY).
Outlook and guidance
On track to deliver FY26 revenue, adjusted EBITDA, and EPS in line with market expectations.
Forward contract book expected to exceed £2bn by end of 2026.
Strong cash generation and disciplined balance sheet support opportunistic inorganic growth and progressive dividend policy.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Yu Group
- Profitable growth, rising market share, and digital transformation drive future ambitions.YU
AGM 2021 presentation - Revenue and meter growth drive progress toward 7-9% UK market share by 2028.YUH1 2026 TU
- Record revenue, profit, and cash growth driven by market share gains and digital strategy.YUH2 2025
- FY25 revenue set to reach £700m, with 48% YoY meter growth and robust growth plans ahead.YUTrading update
- Revenue, profit, and cash all up; strong growth in smart meters and forward order book.YUH1 2025
- Revenue and meter growth drive strong H1 2025 performance, supporting future scaling.YUTrading Update
- Record revenue, cash, and smart meter growth drive higher dividends and strong outlook.YUH1 2024
- Revenue and meter growth drive strong cash generation and profitability outlook.YUTrading Update
- Record revenue and cash drive growth, with FY25 guidance up to £760m and higher dividends.YUH2 2024
Next Yu Group earnings date
H2 202619 Mar, 2027
Yu Group
Next Yu Group earnings date
H2 202619 Mar, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Yu Group PLC is a utilities and energy services company that supplies electricity, gas, and water to businesses. The company also provides energy management solutions aimed at improving efficiency and sustainability for its commercial customers. Its services include fixed and flexible energy contracts, smart metering, and data-driven insights to help clients monitor and manage their energy consumption. Yu Group PLC operates primarily within the United Kingdom’s business energy market. The company is headquartered in Nottingham, United Kingdom, and its shares are listed on the LSE.