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Henry Boot (BOOT) investor relations material
Henry Boot Trading update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic and operational highlights
Delivered resilient 2025 performance with profits expected in line with market expectations, supported by strong demand for high-quality residential land.
Accelerated planning applications for over 11,000 plots, increased ownership and landbank of Stonebridge Homes, and completed the sale of Henry Boot Construction to simplify operations.
Net debt rose to approximately £108m due to accelerated planning and landbank growth, with gearing slightly above the preferred range.
Hallam Land achieved record residential plot sales and secured consent for over 4,000 plots, positioning for medium-term growth.
HBD completed £119m GDV in schemes, expanded its industrial JV, and secured new development opportunities including a £1bn mixed-use campus in Cheltenham.
Market and financial performance
Transaction volumes remained subdued, with house prices and land values broadly flat; industrial property saw 4.8% rental growth.
Investment portfolio outperformed the wider market, with total property return ahead of the CBRE UK Monthly Index.
Stonebridge Homes completed 185 homes, below expectations due to planning and build delays, but expanded its landbank to 2,572 plots.
HBC and other subsidiaries performed in line with expectations, with Road Link entering the final months of its PFI contract.
Outlook and guidance
Focus remains on residential, industrial/logistics, and urban development, with positive long-term trends expected as inflation and interest rates decline.
Hallam Land and HBD are well positioned with strong pipelines, while Stonebridge Homes is undergoing operational improvements.
Lower forward sales and expiry of the Road Link contract will impact 2026 results; profit before tax for 2026 is now expected to be significantly below current market expectations.
Group remains well placed for market recovery, supported by a strong balance sheet and disciplined investment approach.
- TimeTickerHeadlineOpen
- 6 FebJ
Strong growth, digital innovation, and margin expansion drive robust multi-year financial outlook. - 6 Feb004020
Operating profit rose on cost savings and high-value sales, with major US expansion underway. - 6 FebJOUT
Net sales up 31%, gross margin at 36.6%, and net loss narrowed to $3.3 million. - 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway.
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