Keller Group PLC (STU:01K)

Full Year 2025 Keller Group PLC Earnings Call Transcript

Mar 3, 2026 / 08:30 AM GMT

Release Date Price: €25.2 (+11.50%)

Transcript

Key Points

Positve

Keller Group PLC (KLRGF) delivered record financial results for 2025, showcasing operational and commercial improvements across the business.
The company achieved a net cash position for the first time in 25 years, supported by robust free cash flow generation.
Keller North America outperformed the wider US construction market, growing revenues by 5% despite a 2% market decline.
The company increased its dividend by 41.6% in 2025, continuing its track record of maintaining or growing dividends.
Keller Group PLC (KLRGF) launched a multi-year share buyback program, announcing a further 100 million pounds buyback in 2026.

Negative

Profitability in the North American division was lower compared to an exceptional 2024, impacted by the softness of the US residential market.
The company faced a translational FX headwind, affecting financial performance.
The Middle East region, while improving, contributes less than 5% to the group's revenue and profit, indicating limited impact on overall performance.
Suncoast, a part of the North American division, experienced a reduction in performance due to exposure to the US residential market.
The order book showed a reporting period drop, although it rebounded in January, indicating potential volatility in future orders.

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

KLR.L - Keller Group PLC
Full Year 2025 Keller Group PLC Earnings Call
Mar 03, 2026 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Okay, good morning everybody, and thank you for coming. Welcome to the presentation of Keller's 2025 full year results. For those of you who don't know, I'm James Roth, and I was appointed, Chief executive last August. Moving to the, cautionary statements, which is, a slide that I'm sure you're all very familiar with.

Our agenda this morning, I'm going to take you through a brief snapshot of our results before handing over to David Burke, our CFO, who will take you through the financials in more detail. I'm then going to return to give you my initial reflections after 6 months in the business, followed by a summary and an outlook. And then finally we'll finish with a Q&A.

So let's have a look at this results, the

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