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Ibstock

IBST · Main Market · Construction and Materials · mcap £316m · 77.2p

Ibstock makes clay bricks, concrete products and brick slips (thin brick cladding) for UK housebuilders and builders. It is investing in lower-carbon and higher-tech products.

Recent signals

Positive 28 Aug 2026

Cobas raised stake from 3.2% to 13.1% between Aug 2025 and Jul 2026

Sustained stake building by a value investor, alongside rises at Janus Henderson, Vulcan and Perpetual, while the share price fell. 28 Aug 2026 27 Aug 2026 9 Jul 2026 22 May 2026 22 Aug 2025

Negative 5 Aug 2026

Guidance softened to lower end of market expectations; interim dividend cut to 0.5p

Earlier guidance of H2 recovery has weakened, leverage 2.5x, EBITDA down 28%. 5 Aug 2026 5 Mar 2026

Positive 5 Aug 2026

Land sales up to £50m and calcined clay talks broadening

Land and clay reserves are not fully reflected in the accounts and could reduce net debt. 5 Aug 2026

Positive 17 Apr 2026

Non-executive Martin Payne bought 20,000 shares at £1.08

Small insider purchase after the share price fall. 17 Apr 2026

Capital actions
  • 2026-01-20 disposal · c.£30m – Sold surplus land and Forticrete roofing sites in Q4 2025 as non-core disposals 20 Jan 2026
  • 2025-11-13 debt refinancing · £125m – Renewed revolving credit facility for four years at improved pricing, one-year extension option, £50m accordion 13 Nov 2025

From the company's own announcements · not investment advice

Company filings. Not investment advice.

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