London · Delayed Price · Currency is GBP · Price in GBX IMI plc Earnings Call Transcripts
Fiscal Year 2025
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Delivered 5% organic revenue and 8% organic adjusted operating profit growth in 2025, with a record 20% operating margin and strong cash generation supporting a GBP 500 million share buyback and 10% dividend increase. Outlook for 2026 targets continued mid-single-digit organic growth and stable margins.
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Q3 delivered 12% organic revenue growth, led by process automation and strong aftermarket performance. Margins are set to reach 20% for the year, with guidance reaffirmed and a positive outlook for energy and data center markets.
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Delivered 2% organic sales and 5% organic adjusted profit growth in H1, with strong order intake and margin expansion. Completed a £200m buyback, raised the dividend, and maintained robust guidance for 2025 despite cyber and tariff headwinds.
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Full-year guidance for mid-single-digit organic growth and EPS of GBP 1.29–1.36 reaffirmed, with strong process automation momentum and improved group margins. Strategic review of transport underway, and cyber and tariff risks managed. Margins expected to reach or exceed 20%.
Fiscal Year 2024
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Delivered 4% organic sales growth and 10% organic adjusted operating profit growth, with margins up to 19.7% and strong free cash flow. Announced a GBP 200 million share buyback, 10% dividend increase, and set 2025 EPS guidance at 129p–136p, with margins expected above 20%.
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Q3 results met expectations with strong process automation growth and margin expansion. Full-year EPS guidance is reaffirmed, with double-digit EPS growth expected to continue, supported by robust free cash flow and disciplined capital allocation.
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H1 2024 saw 5% organic sales and 6% profit growth, with margin improvement and strong cash flow. Guidance for full-year EPS is maintained, supported by robust Process Automation orders and a £100m share buyback, while management transitions and strategic focus drive future growth.