Keller Group Earnings Call Transcripts
Fiscal Year 2026
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Record H1 2026 results with 11% revenue and 17% operating profit growth, led by North America and APAC. Data centers now drive 9% of group revenue, and the order book hit a record GBP 1.9 billion. Confident outlook for FY 2026, supported by strong cash flow and balance sheet.
Fiscal Year 2025
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Record 2025 results with revenue up 5.9% and operating profit up 6.5% year-over-year, driven by geographic and sector diversity. Strong cash flow enabled a 41.6% dividend increase and further share buybacks, with robust outlook supported by infrastructure and technology trends.
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Strong H1 2025 results with robust margins and a resilient order book, despite FX and macro headwinds. North America and APAC divisions performed well, while Europe and Middle East saw improved profitability. Full-year expectations remain on track, with further share buybacks planned.
Fiscal Year 2024
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Delivered record results in 2024 with revenue up 4%, operating profit up 18%, and statutory profit up 59% year-over-year. Strong cash flow, record order book, and low leverage support a 10% dividend increase and a new £25 million share buyback, with positive outlook across most regions.
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First-half 2024 saw record operating profit, margin, and cash flow, with results matching prior full-year levels. Upgraded full-year guidance is underpinned by a record GBP 1.6 billion order book and strong North American performance, while Europe remains challenging.