Highlights

  • Rotork reports a 6% year-on-year rise in organic constant currency order intake for the four months to 31 October 2025.
  • All divisions delivered year-on-year order intake growth, supported by activity across Oil & Gas, CPI and Water & Power markets.
  • A new £50m share buyback programme has been approved as Rotork continues to apply its capital allocation policy.

Rotork plc (LSE:ROR) has released a trading update covering the four-month period to 31 October 2025, reporting progress across its divisions and continued traction from its Growth+ strategy. The company recorded higher order intake on an organic constant currency basis and announced a new £50m share buyback programme as part of its capital allocation priorities.

Order Intake Growth Across All Divisions

Rotork confirmed that performance during the period was in line with management expectations. Group order intake increased by 6% on an organic constant currency basis, with contributions from each of the company’s three divisions. The Chemical, Process and Industrial (CPI) division delivered particularly notable growth. Including the impact of Noah, which has made a positive early contribution since joining the Group, total order intake rose by 8% year-on-year.

The company stated that end markets remained supportive and that its Growth+ strategy continued to guide efforts to expand in targeted sectors, emerging markets and areas with potential for market share gains.

Division Performance Highlights

The Oil & Gas division continued to benefit from electrification trends in upstream markets, with Rotork Service contributing to revenue progress and downstream markets remaining steady.

The CPI division recorded a successful period, aided by its focus on selected target segments. Revenue grew in HVAC applications, including data centres, and in marine markets. Regionally, the Americas and EMEA posted strong outcomes.

The Water & Power division achieved growth in water infrastructure, alternative energy and across the Americas. Demand in the water market remained healthy, supported by regulatory requirements, infrastructure improvements and desalination activity. The outlook for power remained positive, particularly in nuclear projects.

Outlook for the Full Year

Rotork reiterated its expectations for the full year, with the Group anticipating continued progress on an organic constant currency basis through 2025. Market conditions across key sectors are expected to remain favourable, supporting order pipelines and operational execution.

New £50m Share Buyback Programme

The Board approved a new £50m share buyback programme, citing the company’s cash position and its capital allocation approach. Rotork continues to review potential strategic acquisitions aligned with its Growth+ priorities, supported by what it described as an active acquisition pipeline. The new buyback follows ongoing cash generation and the Group’s commitment to returning capital to shareholders where appropriate.

Updated Financial Position

At 31 October 2025, net cash including lease liabilities stood at £37.3m, compared with £43.3m at the end of June 2025. During the period, Rotork returned £51.7m to shareholders through the interim dividend payment of £24.5m and completion of the share buyback programme announced in March 2025, totalling £27.2m.

ROR shares were trading at GBX 336.60 per share during trading session on 19 November 2025.