Breedon Group

BREE · Main Market · Construction and Materials · mcap £1,136m · 331.6p 2 open situations →

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20252026 Market recovery timing Peak Cluster carbon capture 1 director buying 5 directors buying 1 director buying

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Market recovery timing

US and Ireland growing; GB still declining

Since the November 2025 guidance, Breedon's underlying sales shrank in 2025 and Q1 2026 LFL revenue returned to +2%. H1 2026 LFL revenue is +3% and Underlying EBITDA flat. US (+14% LFL EBITDA) and Ireland offset GB, where demand is expected to fall a fifth year. Guidance is maintained.

H1 LFL revenue: +3% (reported +5%) to £857.9m
GB outlook: Demand expected to decline for a fifth consecutive year in 2026
Group EBITDA: £115.5m, flat (LFL +1%)
Guidance: In line with FY26 consensus £280m (range £273m-£285m)
Ireland outlook: Strong second half with revenue and earnings growth expected

Next: Second-half trading; GB demand expected to decline a fifth year

29 Jul 2026 US and Ireland growing; GB still declining
29 Apr 2026 Q1 LFL +2%; GB residential still weak
11 Mar 2026 Signs of stabilising UK markets; recovery awaited
20 Nov 2025 Guidance below consensus; recovery timing uncertain

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Project milestones

Peak Cluster carbon capture

Shareholder agreement signed; FEED commenced

Next: Final Investment Decision after FEED on Hope plant

11 Mar 2026 Shareholder agreement signed; FEED commenced

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Closed · 3

Insider conviction1 director buying £55k in 2 buys · 8 Apr 2026 – 11 Aug 2026 +2% Insider conviction5 directors buying £5,891k in 13 buys · 2 May 2025 – 2 Mar 2026 −21% Insider conviction1 director buying £5,891k in 1 buy · 2 Dec 2024 – 2 Mar 2025 −2%

Company filings. Not investment advice.