Caledonia Investments (LSE:CLDN) Tax Provision: £-0.9 Mil (TTM As of Mar. 2026)

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LSE:CLDN Caledonia Investments PLC LSE:CLDN
62 GF Score
Price £3.83
GF Value £3.27
Valuation Modestly Overvalued
! 4 Warning Signs
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What is Caledonia Investments Tax Provision?

Caledonia Investments LSE:CLDN +0.52% 62 Tax Provision is £-0.9 Mil as of Mar. 2026. GuruFocus rates LSE:CLDN with a GF Score™ of 62/100 and a GF Value™ of £3.27 (Modestly Overvalued). The stock has 4 warning signs investors should review.

Caledonia Investments's tax provision for the six months ended in Mar. 2026 was £-0.8 Mil. Its tax provision for the trailing twelve months (TTM) ended in Mar. 2026 was £-0.9 Mil.

Caledonia Investments Tax Provision Historical Data

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The historical data trend for Caledonia Investments's Tax Provision can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Caledonia Investments Tax Provision Chart

Caledonia Investments Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Tax Provision
Get a 7-Day Free Trial Premium Member Only Premium Member Only 19.20 -6.30 2.40 -0.70 -0.90

Caledonia Investments Semi-Annual Data
Sep16 Mar17 Sep17 Mar18 Sep18 Mar19 Sep19 Mar20 Sep20 Mar21 Sep21 Mar22 Sep22 Mar23 Sep23 Mar24 Sep24 Mar25 Sep25 Mar26
Tax Provision Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 3.70 1.60 -2.30 -0.10 -0.80
LSE:CLDN
62GF Score
Caledonia Investments PLC LSE:CLDN
Tax Provision is just one metric. See GF Score™, valuation, warning signs, and more.
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Caledonia Investments Tax Provision Calculation

Tax to be paid.

Tax Provision for the trailing twelve months (TTM) ended in Mar. 2026 adds up the semi-annually data reported by the company within the most recent 12 months, which was £-0.9 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Tax Provision →
What does a Tax Provision of £-0.9 Mil mean?
Caledonia Investments (LSE:CLDN) has a Tax Provision of £-0.9 Mil as of Mar. 2026. Provision for taxes is the amount of tax the company owes based on pre-tax income. View historical data on Caledonia Investments and its competitors.
Is Caledonia Investments' Tax Provision too high?
Caledonia Investments' current Tax Provision is £-0.9 Mil. Overall, Caledonia Investments has a GF Score™ of 62/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Caledonia Investments' Tax Provision compare to BLK and BX?
Caledonia Investments' Tax Provision of £-0.9 Mil can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tax Provision for an Asset Management company?
A good Tax Provision depends on the Asset Management industry context. However, Tax Provision should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tax Provision mean?
A high Tax Provision can signal that a stock is expensive relative to its fundamentals. Provision for taxes is the amount of tax the company owes based on pre-tax income. View historical data on Caledonia Investments and its competitors. Caledonia Investments's current Tax Provision is £-0.9 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Caledonia Investments stock overvalued right now?
Based on GuruFocus' analysis, Caledonia Investments (LSE:CLDN) is currently considered Modestly Overvalued. The stock's GF Value™ is £3.27, compared to a current price of £3.83 — trading 17.1% above its estimated fair value. The current Tax Provision is £-0.9 Mil. Caledonia Investments' overall GF Score™ is 62/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tax Provision calculated?
Tax Provision is calculated from a company's financial statements. For Caledonia Investments (LSE:CLDN), the current Tax Provision is £-0.9 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Caledonia Investments (LSE:CLDN) Overvalued in 2026?

Based on GuruFocus' analysis, Caledonia Investments stock appears to be overvalued. The current stock price of £3.83 is trading 17.1% above its estimated GF Value™ of £3.27. GuruFocus considers Caledonia Investments to be Modestly Overvalued.

Key valuation signals for LSE:CLDN:

  • Tax Provision: £-0.9 Mil
  • GF Value™: £3.27 vs. price of £3.83 (17.1% above fair value)
  • GF Score™: 62/100 with 4 warning signs

No single metric tells the full story. See the LSE:CLDN stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Caledonia Investments Business Description

Address 30 Buckingham Gate, Cayzer House, London, GBR, SW1E 6NN
Caledonia Investments PLC is an investment trust company. It invest in both listed and private markets across three pools: Public Companies, Private Capital and Funds. It has presence in United States, United Kingdom, and others. The company generates majority of Income from United States.
62GF Score

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Tax Provision is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£3.83
Price
£3.27
GF Value