Severfield

SFR · Main Market · Construction and Materials · mcap £112m · 38.0p 2 open situations →

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2026 Strategic review and transformation 1 director buying 1 director buying

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Turnaround plan with targets◷ in 31 days

Strategic review and transformation

Refreshed strategy; FY27 transition year on plan

New CEO Paul McNerney's review ended with a refreshed strategy on 23 June 2026: 7-8% margin, £40-50m PBT and ROCE above 15% as medium-term targets. The AGM update says FY27 trading is in line and the £12m-£15m guidance is unchanged. Higher-quality data centre wins support margin recovery, with profit mainly in FY28.

Targets: 7-8% margin, £40-50m PBT, ROCE above 15% (medium term, set 23 June 2026)
FY27 guidance: Underlying PBT £12m-£15m, unchanged
Phasing: Larger, higher-quality projects start later in FY27, with profit mainly recognised in FY28
Next milestone: Half-year results on 24 November 2026

Next: Half-year results for the six months to 26 September 2026 · 24 Nov 2026

29 Jul 2026 Refreshed strategy; FY27 transition year on plan
23 Jun 2026 Review completed; refreshed strategy and targets published
31 Mar 2026 Review progressing; early changes implemented
11 Feb 2026 Permanent CFO appointed; wider strategy pending

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Insider conviction

1 director buying

£15k in 1 buy

7 Oct 2026 Paul Gannon £15k

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Closed · 1

Insider conviction1 director buying £25k in 1 buy · 25 Apr 2025 – 24 Jul 2025 +11%

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