Yu Group PLC

BUY Analysis generated 2026-10-28 Market data as of 2026-11-13 Market data 2 days old 1820.00p Utilities - Utilities - Independent Power ProducersAWAIT ENTRY

ACTIONABLEMethodology gates passed

Position levels

Currenttoday

1820.00p

Buy <=wait / entry

1533.33p

Trim >=take some off

1900.00p

Thesis breakA reduction in 2026 revenue guidance, loss or non-renewal of a major customer co...

Scenario-weighted conviction

	Probability	Score	Contribution
Bull case	40%	100 / 100	40.0
Base case	50%	62 / 100	31.0
Bear case	10%	10 / 100	1.0
Weighted conviction			72 / 100 - BUY

Top risks

Revenue guidance raised to GBP 850-875 million for 2026 (21-25% growth)
Total contract order book rose 40% to GBP 1.4 billion with further 25% growth expected
Pretax profit up 8.9% to GBP 49 million and total dividend up 12% to 67p

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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.