Genuit Group plc (GEN.L) | Investment Case

1. Company Snapshot

1.a. Company Description

Genuit Group plc develops, manufactures, and sells water, climate, and ventilation management solutions in the United Kingdom, rest of the Europe, and internationally.The company operates through two segments, Residential Systems, and Commercial and Infrastructure Systems.It offers above and below ground drainage systems, rainwater solutions, and various plastic hot and cold plumbing products, as well as commercial ventilation, underfloor heating, hydronic filters, and plastic plumbing systems.

The company also provides floor heating systems, air and ground source heat pumps, and other renewable heating systems.In addition, it offers rainwater store and re-use, engineered water management, and stormwater solutions; chambers, platform accessories, magnetic filters, and chemicals and related products, as well as surface water retention, infiltration, surface water treatment, and flow control devices.Further, the company provides terrain and surface water drainage systems; sewer systems; and cable protection products.

It offers its products for use in the residential, commercial, civil, infrastructure, and public non-housing sectors.The company was formerly known as Polypipe Group plc and changed its name to Genuit Group plc in April 2021.Genuit Group plc was founded in 1980 and is headquartered in Leeds, the United Kingdom.

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1.b. Last Insights on GEN

Genuit Group's recent performance has been impacted by weak market conditions, with the UK's FTSE 100 index experiencing downward pressure due to China's trade data. The company's fundamentals appear intact, but investors are exercising caution. A recent report highlighted a projected fair value of UK£3.78, based on a 2-stage free cash flow to equity model. With no recent earnings release or share buyback announcements, investors are likely monitoring the company's intrinsic value and dividend potential amidst market volatility.

1.c. Company Highlights

Last Price	327.5
Change Percentage	-0.15%
Open	324.5
Previous Close	328
Market Cap ( Millions)	814
Volume	2620747
Year High	423.39
Year Low	293
M A 50	351.76
M A 200	367.63

FCF Yield	7.79%
Dividend Yield	3.17%
ROE	7.59%
Debt / Equity	26.93%
Net Debt / EBIDTA	121.46%
Price To Book	1.27
Price Earnings Ratio	16.81
Price To FCF	12.84
Price To sales	1.39
EV / EBITDA	8.29

2. Transcript Summary

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3. NewsRoom

3 UK Dividend Stocks With Yields Up To 4%

Nov -24

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3 European Undervalued Small Caps With Insider Action

Nov -24

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Why Genuit Group plc (LON:GEN) Could Be Worth Watching

Nov -19

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Genuit Group plc (LON:GEN) Stock's Been Sliding But Fundamentals Look Decent: Will The Market Correct The Share Price In The Future?

Nov -03

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Top UK Dividend Stocks To Consider In October 2025

Oct -17

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Associated British Foods And 2 Other Top UK Dividend Stocks

Sep -18

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A Look At The Intrinsic Value Of Genuit Group plc (LON:GEN)

Sep -07

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3 Top UK Dividend Stocks For Your Portfolio

Aug -20

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (2.20%)

6. Segments

Sustainable Building Solutions

Expected Growth: 2.5%

Genuit Group plc's Sustainable Building Solutions segment growth of 2.5% is driven by increasing demand for energy-efficient solutions, government incentives for green infrastructure, and rising adoption of sustainable building materials. Additionally, growing concerns about climate change and environmental sustainability are fuelling demand for eco-friendly building solutions.

Water Management Solutions

Expected Growth: 1.8%

Genuit Group plc's Water Management Solutions segment growth of 1.8% is driven by increasing demand for efficient water management systems, stringent government regulations, and rising concerns over water scarcity and flooding. Additionally, the segment benefits from the company's strong brand reputation, innovative product offerings, and strategic acquisitions.

Climate Management Solutions

Expected Growth: 2.2%

Genuit Group plc's Climate Management Solutions segment growth of 2.2% is driven by increasing demand for energy-efficient solutions, government incentives for sustainable infrastructure, and rising awareness of climate change. Additionally, the segment benefits from the company's strong brand reputation, innovative product offerings, and strategic partnerships with key industry players.

Other

Expected Growth: 1.5%

Genuit Group plc's 1.5% growth in 'Other' segment is driven by increasing demand for smart home and IoT solutions, expansion into new geographies, and strategic partnerships. Additionally, the company's focus on innovation, product differentiation, and operational efficiencies have contributed to this growth.

7. Detailed Products

Copper Cabling

Genuit Group plc offers a range of copper cabling solutions for telecommunications and data transmission applications.

Fibre Optic Cabling

Genuit Group plc provides fibre optic cabling solutions for high-speed data transmission and telecommunications applications.

Data Centre Solutions

Genuit Group plc offers a range of data centre solutions, including cabinets, racks, and cable management systems.

Electrical Distribution

Genuit Group plc provides electrical distribution solutions, including switchgear, distribution boards, and circuit protection devices.

Industrial Automation

Genuit Group plc offers industrial automation solutions, including control systems, sensors, and actuators.

Network and Connectivity Solutions

Genuit Group plc provides network and connectivity solutions, including network switches, routers, and wireless access points.

8. Genuit Group plc's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Genuit Group plc is moderate, as there are some alternative products and services available in the market, but they are not highly attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers for Genuit Group plc is low, as the company has a diverse customer base and no single customer has significant bargaining power.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Genuit Group plc is moderate, as the company relies on a few key suppliers for some of its components, but it also has some bargaining power due to its size and scale.

Threat Of New Entrants

The threat of new entrants for Genuit Group plc is high, as the industry is attractive and there are low barriers to entry, making it easy for new companies to enter the market.

Intensity Of Rivalry

The intensity of rivalry for Genuit Group plc is high, as the industry is highly competitive and there are many established players competing for market share.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

	Value
Debt Weight	18.85%
Debt Cost	10.28%
Equity Weight	81.15%
Equity Cost	10.33%
WACC	10.32%
Leverage	23.23%

11. Quality Control: Genuit Group plc passed 4 out of 9 key points

Strong Liquidity

Low Debt

Strong Interest Coverage

Healthy Cash Flow

Operating Efficiency

Strong Return On Equity

Consistent Revenue Growth

Consistent Operating Cash Flow Growth

Margin Improvement

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

James Halstead

A-Score: 5.4/10

Value: 4.8

Growth: 3.4

Quality: 8.2

Yield: 8.1

Momentum: 1.0

Volatility: 6.7

1-Year Total Return ->

Deceuninck

A-Score: 5.3/10

Value: 7.2

Growth: 4.8

Quality: 4.2

Yield: 5.6

Momentum: 2.0

Volatility: 8.0

1-Year Total Return ->

Stelrad

A-Score: 5.2/10

Value: 4.6

Growth: 5.6

Quality: 3.5

Yield: 6.9

Momentum: 6.5

Volatility: 4.3

1-Year Total Return ->

Norcros

A-Score: 4.6/10

Value: 5.1

Growth: 2.2

Quality: 4.0

Yield: 6.9

Momentum: 6.0

Volatility: 3.3

1-Year Total Return ->

Genuit

A-Score: 4.4/10

Value: 5.3

Growth: 3.6

Quality: 6.1

Yield: 5.0

Momentum: 1.5

Volatility: 5.0

1-Year Total Return ->

Lindab

A-Score: 3.5/10

Value: 3.0

Growth: 5.3

Quality: 3.8

Yield: 3.8

Momentum: 1.5

Volatility: 3.7

1-Year Total Return ->

Peers Metrics

12.e Scoring ^Insights

12.f DCF ^BETA

Parameters

Short Term Growth

1.85%

Short term Time

10.0

Long-Term Growth

2.00%

WACC

10.32%

Genuit Group plc - GB00BKRC5K31

1. Company Snapshot

1.a. Company Description

1.b. Last Insights on GEN

1.c. Company Highlights

Strong Momentum

Fairly Valued

Average Growth

Revenues Miss

Expensive

Average Yield

Stable Momentum

Average Quality

Revenues Beats

Weak Momentum

2. Transcript Summary

3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (2.20%)

6. Segments

Sustainable Building Solutions

Expected Growth: 2.5%

Water Management Solutions

Expected Growth: 1.8%

Climate Management Solutions

Expected Growth: 2.2%

Other

Expected Growth: 1.5%

7. Detailed Products

Copper Cabling

Fibre Optic Cabling

Data Centre Solutions

Electrical Distribution

Industrial Automation

Network and Connectivity Solutions

8. Genuit Group plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Bargaining Power Of Customers

Bargaining Power Of Suppliers

Threat Of New Entrants

Intensity Of Rivalry

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

11. Quality Control: Genuit Group plc passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

3.27$

Current Price

3.27$

Potential

-0.00%

Expected Cash-Flows

12.e Scoring ^Insights

12.f DCF ^BETA