Robinson (RBN): Profit warning
This situation live
RBN Robinson
20 Aug 2026 · profit warning · -6% on the day · −10% until the next step
Several pressures affecting the first half are expected to continue for longer than previously anticipated.
23 Oct 2026 · profit warning · second in 12 months · +0% since
Demand has been weaker than anticipated in the Paperbox and UK Plastics businesses.
Profit warning
profit warning · second in 12 months
Directionbelow expectations / warning
Reaction on the day−8%
In 12 months2 statements in the same direction
Company's wordsDemand has been weaker than anticipated in the Paperbox and UK Plastics businesses. ↗
As of 23 Oct 2026 ↗
Since Oct 2023: 1145 situations of this kind; median share price +0% six months after they opened
MAR4
Next: 2026 results and FY2027 mitigation update in 130 days
Every step · 2
What is happening
Robinson: Profit warning – profit warning · second in 12 months. ['profit warning · second in 12 months']
- In short
- Guidance was lowered in December 2025 and on 20 August 2026 to £2.2m-£2.6m after Middle East cost pressure. On 25 September the Board said 2026 was in line, but a £3.3m-revenue contract would not be renewed. On 23 October 2026 guidance was cut again to £1.2m-£1.6m on weak Paperbox and UK Plastics demand and higher energy costs. FY2027 is still guided in line with FY2026 before mitigation.
- Announced
- 20 Aug 2026 · profit warning · -6% on the day
- Latest
- 23 Oct 2026 · profit warning · -8% on the day
- Gross profit hit
- £1.0m annual contribution to gross profit
- Contract end
- End of December 2026, not renewed
- FY2027 view
- In line with FY2026, excluding potential mitigating actions
- Customer relationship
- Continues to supply a range of products across its factory network
- 2026 revenue
- approximately £59m, 6% ahead of 2025
- Paperbox shortfall
- sales estimate £1.0m lower: lack of new business, lower orders from key customers
- UK Plastics shortfall
- £1.3m lower: dual-supplied customer share, filling-line breakdown, warm weather
- Response
- Reviewing opportunities to reduce costs
What comes next
2026 results and FY2027 mitigation update (4 Mar 2027).
From the company's own announcements. Not investment advice.
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Disposal of a part (break-up)Surplus property disposals – £1.5m received; one sale delayed to Q2 2027
Turnaround plan with targetsRefreshed Group strategy and reorganisation – New functional structure largely complete
Robinson – company page →