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Ibstock PLC (GB:IBST)
LSE:IBST
Earnings Data
Report Date
Aug 12, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: near-term trading was challenging with EBITDA down ~10%, margin compression (‑260bps), and a low ROCE of 5.8%, driven by weak infrastructure (rail) and a late-year demand slowdown. Offsetting this are positive strategic and balance-sheet developments — market share gains, completion and commissioning of major investments (Atlas, Nostell), disposals releasing ~GBP 30m, reduced future CapEx, progressed calcined clay commercialisation, and improved H2 margins and price action. Management is taking decisive cost and capacity actions, positioning the group to benefit from a market recovery. Overall, positives and strategic optionality mitigate the financial softness but do not yet fully overcome it.Company Guidance
Revenue Growth and Market Share
Group revenue increased 2% year-on-year to GBP 372.1m; total UK brick market grew 6% to 1.83bn bricks and Ibstock's market share was ahead of the market and prior year.
Clay Division Resilience
Clay revenues rose 5% to GBP 260m driven by new-build wire-cut growth; clay margins improved in H2 as incremental reactivation costs tapered.
Strategic Project Progress (Atlas and Nostell)
Major investment projects Atlas and Nostell are concluding; Nostell commissioning in 2026 with new ceramic façade and FastWall product lines expected to drive future growth and innovation.
Capital Discipline and Asset Realisations
Completed disposals and land sales released around GBP 30m of capital; disciplined capital allocation with major CapEx largely complete and expected total CapEx to fall to GBP 25–30m in 2026.
Improved Balance Sheet Optionality
Net debt at GBP 120m with leverage around 2x (1.7x on covenant definition); GBP 225m committed borrowings (including a refinanced GBP 125m RCF on improved terms) and over GBP 100m of available liquidity.
Commercialisation and New Revenue Streams
Calcined clay commercialization discussions with a preferred partner are well advanced; land monetisation program expected to generate GBP 20–30m over 3–5 years and land-based income currently contributes ~GBP 2–3m p.a.
Dividend and Shareholder Returns
Board recommended a final dividend of 1.5p, bringing total dividend to 3p and a payout ratio of 53%, in line with prior year.
Pricing and Cost Management Actions
Price increases implemented from February 2026 (c.3% reported) intended to offset cost inflation; decisive cost and capacity actions taken in 2025 with margins improving in H2 to ~20%.
GB:IBST Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:IBST Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 05, 2026 | 120.20p | 114.40p | -4.83% |
Aug 06, 2025 | 145.84p | 148.02p | +1.49% |
Mar 05, 2025 | 148.78p | 160.89p | +8.14% |
Aug 07, 2024 | 166.76p | 173.93p | +4.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ibstock PLC (GB:IBST) report earnings?
Ibstock PLC (GB:IBST) is schdueled to report earning on Aug 12, 2026, Before Open (Confirmed).
What is Ibstock PLC (GB:IBST) earnings time?
Ibstock PLC (GB:IBST) earnings time is at Aug 12, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Ibstock PLC stock?
The P/E ratio of Ibstock is N/A.
What is GB:IBST EPS forecast?
Currently, no data Available