Costain Group PLC (OTCPK:CTNGY)

Full Year 2025 Costain Group PLC Earnings Call Transcript

Mar 11, 2026 / 10:00 AM GMT

Release Date Price: $3.3

Transcript

Key Points

Positve

Costain Group PLC (FRA:5JY) reported strong financial performance in 2025, with operating profits and margins growing, moving towards their ambition of 5% margins.
The company has a record forward work position of £7 billion, which is over six times their annual revenues, providing a strong foundation for future growth.
Costain Group PLC (FRA:5JY) has successfully diversified its customer base, reducing reliance on central government spend and increasing work with private and regulated bodies.
The company has returned to the FTSE 250, reflecting its strong market position and financial health.
Costain Group PLC (FRA:5JY) announced an increase in shareholder returns, including a new £20 million share buyback program for 2026, building on previous buybacks.

Negative

Revenue for the year was down 16.4%, attributed to the completion of certain projects and rephasing of work, such as HS2.
The company faces challenges in maintaining and growing its workforce to meet future demand, given the competitive labor market.
There is a need for significant mobilization and investment in CapEx and personnel to achieve the anticipated growth in 2027.
Energy costs remain a concern, with oil prices around $100, impacting operational costs.
Despite a strong forward work position, the actual order book has only increased modestly, raising concerns about the conversion of framework agreements into secured work.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

COSG.L - Costain Group PLC
Full Year 2025 Costain Group PLC Earnings Call
Mar 11, 2026 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone, and thank you very much for joining Costa's 2025 full year results presentation. I'm Alex Vaughan, Chief Exec of Costa, and I'm going to start with a bit of reflections on the year.

And then Helen Willis, our Chief Financial Officer is going to present the financial results, for last year before I return and give you a strategic update.

An operational overview and an outlook for the business ahead of taking your questions.

So look, I'm really pleased and proud to report, as expected, that we've delivered another strong performance through 2025, which reflects the quality of the contract portfolio of work that we have and how our amazing teams expertly deliver it.

We've

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