Added to YB: 2026-09-24
Pitch date: 2026-09-18
BTRW.L [bullish]
Barratt Redrow plc
+2.05%
current return
Author Info
No bio for this author
Company Info
Barratt Redrow plc engages in the housebuilding business in the United Kingdom. The company is also involved in the commercial development business, which includes offices, retail, leisure, industrial, and distribution properties under the Wilson Bowden Developments brand; and land development activities.
Market Cap
GBP 4.3B
Pitch Price
GBP 3.03
Price Target
N/A
Dividend
1.96%
EV/EBITDA
7.02
P/E
18.20
EV/Sales
0.58
Sector
Household Durables
Category
value
Theodosian Capital | Stocks Update 18/9/2026 - BTRW – FY results
BTRW.L (earnings): Barratt Redrow delivered solid results in a subdued market: completions rose 5.0% and revenue 6.6% to £6.1bn, while lower inventories unlocked £0.4bn and lifted operating cash flow to £436m. FY27 margin pressure from 3-4% build-cost inflation is the near-term drag, but £386m of buybacks at a sharp NAV discount and a net-cash balance sheet amplify potential upside when UK housing recovers; Bloomberg consensus puts the shares at 10.9x FY28 earnings.
Read full article (2 min)