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LON:GFTU

Grafton Group Plc

BUY 2026-08-01 Updated today 965.70p Industrials - Industrial - DistributionAWAIT ENTRY
65

Position levels

Currenttoday
965.70p
Buy <=wait / entry
886.67p
Trim >=take some off
1020.00p
Thesis breakUK housing starts falling for two consecutive quarters alongside a downgrade to ...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case33%100 / 10033.0
Base case48%62 / 10029.8
Bear case19%10 / 1001.9
Weighted conviction65 / 100 - BUY

Top risks

  • M&A activity via first full-year contribution from Salvador Escoda acquisition in Spain driving adjusted operating profit growth
  • Earnings growth with adjusted operating profit +7.1% to GBP 190.2m and adjusted EPS +5.1% to 75.4p
  • New GBP 25.0m share buyback programme announced alongside GBP 129.2m returned to shareholders in 2025
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.