Kier Group Plc · LSE:KIE
Kier — Investor Day (June 2025)
11 slides from Kier's investor day presentation, June 2025
Slide 1: Property: Urban Regeneration
Property: Urban Regeneration Leigh Thomas Group Managing Director Guildford Station
Slide 2: Introduction
Introduction £3bn GDV1 mixed-use pipeline opportunity Investing in brownfield sites to revitalise communities through public and private partnerships + = 15 Commercial 19 Residential 34 Projects Development Development Across the UK £225m2 of Kier Capital to deliver a pipeline of opportunity of up t
Slide 3: Property Market Drivers and Opportunities
Property Market Drivers and Opportunities Demographic changes Economic Growth Changing Consumer Demand Climate Change Demographic changes UKUKpopulation population toto grow grow5m+ 5m+ byby 2032, rapid 2032, Industrial and Infrastructure Strategies are Online retail now 27% of all sales + demand Oc
Slide 4: Group and Partnership Synergies
Group and Partnership Synergies Capital Markets Day, June 2025 4
Slide 5: Urban Regeneration - Value Creation
Urban Regeneration - Value Creation Control Obtain Planning Build, Manage & Secure Occupier Sell Investment Land Permission Income ▪ £3bn pipeline of secure ▪ 55% of portfolio ▪ Integrated 360 ▪ Established ▪ Prime locations, good opportunities currently consented opportunities relationships deliver
Slide 6: Urban Regeneration - Value Creation cont.
Urban Regeneration - Value Creation cont. Kier’s public sector JV model provides margin protection compared to a traditional model ▪ Kier public sector JV model – margin Kier model protected as overhead and margin Traditional model Public sector JV model pre-agreed. Land is the flexible Upside Land
Slide 7: Watford Riverwell - Before
Watford Riverwell - Before Capital Markets Day, June 2025 7
Slide 8: Watford Riverwell - Masterplan
Watford Riverwell - Masterplan Riverwell Masterplan Key Delivered to date Current phases Future phases Road * Land allocated – Herts County Council school site, as part of the section 106 agreement. Capital Markets Day, June 2025 8
Slide 9: Watford Riverwell - Financial Delivery
Watford Riverwell - Financial Delivery Completion Phases Project GDV (100% built out) Actual Delivery Method Project Revenue Delivered 2013 – 2016 Road, Remediation & Planning – Phase 1 (£25m) Grant, Loan and Equity 2017 Industrial – Phase 2 £23m Build / Let / Sold £23m 2017 Residential – Phase 3 £3
Slide 10: Kier Property - summary
Kier Property - summary 1 Strong Customer, Financial and Operational synergies with Kier’s other businesses 6 Long term existing public 2 sector partnerships / Proven track record of delivery in the urban relationships. regeneration and property development market >60% of land sourced from lower-ris
Slide 11: Q&A Watford Riverwell
~ KIER Q&A Watford Riverwell =