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1. Company Snapshot

1.a. Company Description

Galliford Try Holdings PLC, together with its subsidiaries, operates in the construction business in the United Kingdom.It operates through Building, Infrastructure, and PPP Investments segments.The company engages in the construction of buildings for private and public sector clients in health, education, and defense markets, as well as serves commercial clients.


It also undertakes civil engineering projects in the highways and environment sectors.In addition, the company delivers various building and infrastructure projects through public-private partnerships and co-development opportunities.Further, it provides various solutions in education and health sectors.


Galliford Try Holdings PLC was incorporated in 2019 and is based in Uxbridge, the United Kingdom.

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1.b. Last Insights on GFRD

Galliford Try Holdings' recent performance has been driven by several positive factors. The company's partnership with Chooch to develop Vision AI intelligent solutions has enhanced its Asset Intelligence services, providing a competitive edge in the construction industry. Additionally, Galliford Try's selection for the Castle Hill Primary School redevelopment and the single living accommodation at RAF Digby projects demonstrate its expertise and capacity in delivering complex infrastructure projects. Furthermore, the company's commitment to carbon efficiency, as seen in the SLA's design for RAF Digby, aligns with the Ministry of Defence's net-zero emissions goal. The recent dividend announcement of £0.055 per share also provides a return on investment for shareholders.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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How the Narrative Around Galliford Try Is Evolving After Contract Wins and Analyst Updates

Dec -01

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Why Analysts See a Shifting Story for Galliford Try After Recent Contract Wins and Buybacks

Nov -17

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Why The Narrative Around Galliford Try Is Shifting After Recent Market and Analyst Updates

Nov -03

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What Catalysts Could Shift the Narrative for Galliford Try as Market Dynamics Evolve?

Oct -18

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Galliford Try Holdings (LON:GFRD) Is Increasing Its Dividend To £0.135

Oct -08

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Galliford Try Holdings PLC (STU:3WC) Full Year 2025 Earnings Call Highlights: Strong Revenue ...

Sep -26

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Galliford Try reports PBT of £45m in FY25

Sep -19

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Galliford Try Holdings plc's (LON:GFRD) Stock Is Going Strong: Is the Market Following Fundamentals?

Sep -18

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (5.84%)

6. Segments

Building

Expected Growth: 5%

Galliford Try Holdings PLC's 5% growth is driven by increasing demand for affordable housing, strategic partnerships, and expansion into new regions. The company's focus on sustainable construction, investment in digital technologies, and cost-saving initiatives also contribute to its growth. Additionally, the UK government's commitment to infrastructure development and the company's strong order book provide a solid foundation for future growth.

Infrastructure

Expected Growth: 7%

Galliford Try Holdings PLC's 7% infrastructure growth driven by increasing government investments in transportation and renewable energy projects, rising demand for sustainable infrastructure, and strategic partnerships with local authorities. Additionally, the company's focus on digital construction and innovative solutions enhances operational efficiency, contributing to growth.

Investments

Expected Growth: 4%

Galliford Try Holdings PLC's 4% growth is driven by increasing demand for infrastructure projects, strategic partnerships, and expansion into new markets. The company's focus on sustainable construction, digitalization, and cost savings initiatives also contribute to its growth. Additionally, the UK government's investment in transportation and housing infrastructure projects supports the company's growth prospects.

7. Detailed Products

Construction

Galliford Try Holdings PLC provides construction services for public and private sector clients, including building, infrastructure, and regeneration projects.

Highway Services

The company offers highway maintenance and improvement services, including road surfacing, traffic management, and winter maintenance.

Housebuilding

Galliford Try Holdings PLC develops and builds new homes through its housebuilding division, Linden Homes.

Partnership Housing

The company provides affordable housing solutions through partnerships with housing associations and local authorities.

Regeneration

Galliford Try Holdings PLC delivers regeneration projects, including urban renewal, mixed-use developments, and community-led initiatives.

8. Galliford Try Holdings PLC's Porter Forces

Forces Ranking

Threat Of Substitutes

Galliford Try Holdings PLC operates in the construction industry, which has a moderate threat of substitutes. While there are alternative materials and construction methods, they are not easily substitutable, and the company's products and services are not easily replaceable.

Bargaining Power Of Customers

Galliford Try Holdings PLC's customers have low bargaining power due to the company's strong market position and the lack of concentration in the industry. Customers have limited alternatives, and the company has a diverse customer base.

Bargaining Power Of Suppliers

Galliford Try Holdings PLC's suppliers have moderate bargaining power due to the company's dependence on a few large suppliers. However, the company's scale and market position mitigate the suppliers' bargaining power.

Threat Of New Entrants

The threat of new entrants in the construction industry is low due to the high barriers to entry, including significant capital requirements, regulatory hurdles, and the need for specialized skills and expertise.

Intensity Of Rivalry

The construction industry is highly competitive, with many established players competing for market share. Galliford Try Holdings PLC faces intense rivalry from its competitors, which can lead to pricing pressure and reduced margins.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 24.79%
Debt Cost 5.11%
Equity Weight 75.21%
Equity Cost 8.90%
WACC 7.96%
Leverage 32.97%

11. Quality Control: Galliford Try Holdings 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

Stock-Card
Galliford Try

A-Score: 6.8/10

Value: 6.4

Growth: 6.8

Quality: 5.6

Yield: 7.5

Momentum: 9.0

Volatility: 5.7

1-Year Total Return ->

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Burkhalter Holding

A-Score: 6.6/10

Value: 2.6

Growth: 5.1

Quality: 6.7

Yield: 6.9

Momentum: 9.5

Volatility: 8.7

1-Year Total Return ->

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Per Aarsleff Holding

A-Score: 6.5/10

Value: 5.8

Growth: 8.2

Quality: 4.8

Yield: 3.8

Momentum: 10.0

Volatility: 6.7

1-Year Total Return ->

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Stock-Card
NCC

A-Score: 6.3/10

Value: 6.5

Growth: 5.4

Quality: 4.6

Yield: 7.5

Momentum: 8.0

Volatility: 6.0

1-Year Total Return ->

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Stock-Card
Mota-Engil

A-Score: 5.7/10

Value: 6.1

Growth: 7.3

Quality: 4.4

Yield: 5.6

Momentum: 9.5

Volatility: 1.3

1-Year Total Return ->

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Stock-Card
Keller

A-Score: 5.5/10

Value: 7.6

Growth: 7.0

Quality: 5.1

Yield: 4.4

Momentum: 3.0

Volatility: 5.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

5.24$

Current Price

5.24$

Potential

-0.00%

Expected Cash-Flows