Highlights

  • Breedon Group’s H1FY25 revenue rose 6.7% year-on-year to GBP 815.9 million, reflecting higher activity levels
  • EBITDA increased marginally to GBP 110.0 million, with margins holding steady amid cost and rate pressures
  • Profit for the period declined 19.4% year-on-year to GBP 27.5 million
  • The company reaffirmed full-year EBITDA guidance, citing continued support from acquisitions and order backlogs

Breedon Group PLC (LSE:BREE) is a United Kingdom-based, FTSE 250-listed vertically integrated construction materials company, supplying essential construction materials to the construction sector.

For the first half of the fiscal year 2025 (H1FY25), the company’s revenue increased to GBP 815.9 million from GBP 764.6 million in the corresponding period last year, reflecting a year-on-year rise of 6.7%. EBITDA edged up marginally to GBP 110.0 million from GBP 109.1 million, representing a 0.8% increase, as margins remained steady despite higher costs and interest rates. Profit for the period declined to GBP 27.5 million from GBP 34.1 million, translating into a year-on-year decrease of 19.4%.

Recent Business Update

In a trading update released on 31 October 2025, Breedon maintained its full-year EBITDA guidance, noting that growth continues to be supported by acquisitions. The update also pointed to resilient operational performance and solid order backlogs, which management said position the business to benefit from medium-term infrastructure-related demand across its markets.

Company Outlook

The company indicated that near-term headwinds continue to weigh on operating conditions; however, resilient platforms and healthy order backlogs are providing a base for a potential recovery as market conditions improve. Management also highlighted that strategic acquisitions and operational discipline are expected to support performance when cyclical construction activity strengthens. In addition, geographic and end-market diversification across three regions was cited as a factor offering some insulation against localized economic slowdowns.

Top 10 Shareholders

The company’s top 10 shareholders collectively account for about 55.08% of the total shareholding. Abicad Holding Ltd. is the largest shareholder with an estimated stake of 19.23%, followed by BlackRock Investment Management (UK) Ltd. at approximately 6.76%.

Stock Information

The share price advanced by around 2.45% over the past week and by approximately 0.30% over the last three months. The stock has recorded a 52-week high of GBX 501.00 and a 52-week low of GBX 300.00, and is currently trading below the midpoint of this range.

Note 1: Past performance is not a reliable indicator of future performance.
Note 2: The reference data for all price data, currency, technical indicators, support, and resistance levels is 12 January 2026. The reference data in this report has been partly sourced from EODHD/Others.

Technical Indicators Defined

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Resistance: A level at which the stock prices tend to find resistance when they are rising, and an uptrend may take a pause due to profit booking or selling interest. Resistance 1 refers to the nearby resistance level for the stock and if the price surpasses the level, then Resistance 2 may act as the crucial resistance level for the stock.