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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Severfield
Severfield (SFR) investor relations material
Severfield H2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H2 2026 TU earnings summary31 Mar, 2026
Executive summary
FY26 underlying profit before tax expected to meet market expectations of £10.2m.
Net debt at year-end projected at ~£28m, significantly below consensus of £48.5m, with facility headroom of £39m.
UK and Europe order book at £438m, providing strong visibility despite some project delays.
Record Indian order book of £331m, with robust output and ongoing expansion at the Gujarat facility.
Business review underway, including discontinuation of non-core Modular Solutions business.
Financial highlights
FY26 underlying profit before tax expected at £10.2m, in line with market expectations.
Net debt expected to be ~£28m, well below consensus, with year-end facility headroom of £39m.
Received £7.5m additional insurance payment for bridge remedial works, totaling £27.5m.
Outlook and guidance
FY27 underlying profit before tax forecasted at £12m–£15m, reflecting cautious outlook due to delayed project starts, tight pricing, and macro/geopolitical uncertainty.
Market conditions in UK and Europe remain subdued, with delays in project awards and tighter margins on near-term work.
Indian market outlook remains positive, with expansion and new sector targeting.
Drivers of the £20m net debt outperformance
Impact of tight pricing on FY27 margin outlook
Reasoning for the margin mix shift in India
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Severfield
- Profit growth outpaced expectations, driven by strong order books and green energy markets.SFR
H2 202425 Feb 2026 - Revenue and profit fell, but net debt improved and India order book hit a record high.SFRH1 20262 Dec 2025
- Profits fell on lower UK/Europe demand and bridge costs, but India and order books show growth.SFRH2 20255 Sep 2025
- Profits hit by £20.4m bridge charge and market delays, but India and order book remain strong.SFRH1 202513 Jun 2025
- Order book strength and expansion in India support Severfield's positive growth outlook.SFRTrading Update13 Jun 2025
- FY25 profit guidance maintained, order book grows, and future prospects remain robust.SFRTrading Update6 Jun 2025
- Profit outlook cut for FY25 and FY26 amid tough markets, but FY27 pipeline strengthens.SFRTrading Update6 Jun 2025
Next Severfield earnings date
H2 202623 Jun, 2026
Severfield
Next Severfield earnings date
H2 202623 Jun, 2026
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Amina0781App Store
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@theshortbearx.com
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