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Bellway
Bellway (BWY) investor relations material
Bellway H2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2025 earnings summary14 Oct, 2025
Executive summary
Achieved strong FY25 performance with 8,749 home completions, up 14.3%, and operating margin rising to 10.9%, driving operating profit to £303 million.
Order book remains robust despite slower trading since April 2024, with 5,307 homes at 31 July; on track to meet FY26 volume guidance of 9,200 homes.
Announced a £150 million share buyback, reflecting confidence in capital position and future cash generation.
Net private sales rate per outlet per week increased to 0.57.
Underlying return on equity improved to 8.2% from 6.5% year-over-year.
Financial highlights
Total revenue grew 16.9% to £2,782.8m, with housing revenue up 17.5% to £2,768.3m.
Private output grew 20.3% to 6,924 homes; social output fell 3.7% to 1,825 homes, normalizing at 21% of completions.
Average selling price (ASP) increased 2.8% to £316,000, with private ASP at £350,400 and social at £187,300.
Gross margin improved by 40bps to 16.4%; underlying PBT up 27.9% to £289 million.
Proposed full-year dividend of £0.70 per share, up 29.6%.
Outlook and guidance
FY26 guidance: 9,200 completions (20% social), ASP ~£320,000, operating margin ~11%, admin overhead ~£170 million.
Multi-year plan targets 10,000 homes by FY28, with outlet growth and increased bulk sales.
Strategic focus on cash generation, capital efficiency, and shareholder returns.
What market conditions enable 11k units for 14% ROE?
Update on structural defect recovery litigation
What is your November budget wish list?
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Next Bellway earnings date
H1 202624 Mar, 2026
Bellway
Next Bellway earnings date
H1 202624 Mar, 2026
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Frequently asked questions
Bellway p.l.c. is a UK-based residential property developer that focuses on the construction and sale of homes across England, Scotland, and Wales. The company builds a wide range of properties, from apartments to family homes, catering to first-time buyers, families, and investors. Bellway operates through regional divisions, offering both private housing developments and partnerships with local authorities and housing associations to deliver affordable housing. The company emphasizes quality construction and customer service in its residential projects. The company is headquartered in Newcastle upon Tyne, England, and its shares are listed on the London Stock Exchange.
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