Robinson

RBN · AIM · Industrial Goods and Services · mcap £20m · 112.5p 3 open situations →

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2026 2026 profit guidance Surplus property disposals Refreshed Group strategy and reorganisation

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2026 profit guidance

2026 confirmed; FY2027 flat before mitigation

Guidance was lowered in December 2025 and again on 20 August 2026 to £2.2m-£2.6m underlying operating profit after Middle East cost pressure. On 25 September the Board says 2026 is in line with expectations, but a contract worth about £3.3m revenue and £1.0m gross profit will not be renewed from end-December 2026. FY2027 profit is guided broadly flat on FY2026 before mitigation.

2026 guidance: Underlying operating profit in line with market expectations
Contract revenue: approximately £3.3m annual revenue
Gross profit hit: £1.0m annual contribution to gross profit
Contract end: End of December 2026, not renewed
FY2027 view: Broadly in line with FY2026, excluding mitigations
Customer relationship: Continues to supply a range of products across its factory network

Next: mitigation of FY2027 contract loss; FY2026 outcome

25 Sep 2026 2026 confirmed; FY2027 flat before mitigation
20 Aug 2026 Now hitting margins and working capital
21 May 2026 Limited impact so far; costs expected later
5 Mar 2026 Slightly lower profit reaffirmed; in line with market expectations

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Disposal of a part (break-up)

Surplus property disposals

Three sales completed in H1 for £1.5m

Next: Exchange and completion of two Chesterfield properties for £2.2m

20 Aug 2026 Three sales completed in H1 for £1.5m
21 May 2026 £0.6m proceeds received; PBT to benefit
19 Mar 2026 Walton Works part completed; other sales progressing
5 Mar 2026 £1.0m completed in 2025; remaining sales progressing

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Turnaround plan with targets

Refreshed Group strategy and reorganisation

New functional structure largely complete

Next: Delivery of revenue growth and operational cost reduction

20 Aug 2026 New functional structure largely complete
5 Mar 2026 Strategy refreshed; plastics reorganisation in 2026

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Company filings. Not investment advice.