Berkeley Group Holdings Plc · LSE:BKG
Berkeley — Investor Presentation (2025)
13 slides from Berkeley's investor presentation, 2025
Slide 1: Investor Update Winter 2025
Homes Communities People INVESTOR UPDATE WINTER 2025
Slide 2: Investment Case Highlights for the six months ended 31 October 2025
Investment Case Highlights for the six months ended 31 October 2025 Berkeley is a unique asset-focused we deliver to our shareholders. We firmly Profit before tax Net asset value per share Pre-tax return on equity development business that seeks to manage believe these objectives are mutually £254m
Slide 3: Brownfield regeneration at scale: Land Holdings
Brownfield regeneration at scale Land Holdings Estimated future gross margin is £6.5 billion across 51,700 future homes on 60 sites: Berkeley is the only large UK homebuilder to align As at 31 October 2025 Change 30 April 2025 with the Government’s brownfield-first Our brownfield-first approach will
Slide 4: Berkeley 2035 – a strategy for value creation over the next 10 years
Berkeley 2035 – a strategy for value creation over the next 10 years In December 2024, Berkeley announced a 10-year strategy to drive long-term shareholder value by using its operating expertise and balance sheet strength to capitalise on investment Flexible Capital Allocation Framework opportunitie
Slide 5: London: Structural Drivers of Long-Term Value
London: Prince of Wales Drive, Wandsworth Structural Drivers of Long-Term Value London is one of the world’s most popular places to live, work, and invest 1. London 3. Government Ambition — A global powerhouse city — 1.5 million new homes target — Resilient and adaptive economy — Supportive policy d
Slide 6: Financial Strength: Platform for Long-Term Value
Financial Strength: Platform for Long-Term Value Berkeley’s operating priorities in today’s complex and challenging environment and the implications for capital allocation Operational Priorities Capital Allocation Priorities — Margin & cash focus: operate — Work in progress: align build with efficie
Slide 7: Build to Rent and Berkeley
Build to Rent Alexandra Gate, Haringey Accelerated Delivery to Maximise Value and Berkeley Provides diversification and a different risk profile, underpinned by favourable structural shifts Pages 10 to 17 Berkeley ideally positioned with its land BTR strategy accelerates delivery and holdings to del
Slide 8: Structural Imbalance Underpins Low Risk Asset Class
Structural Imbalance Underpins BTR Pipeline Reducing – Low Risk Asset Class Investor Appetite Growing Market fundamentals underpin rental growth with trends BTR pipeline experiencing a reduction accentuated in London and the South-East — Due to regulatory and other supply constraints, BTR completion
Slide 9: Capturing Full Value for Berkeley through a BTR Platform
Capturing Full Value for Berkeley Berkeley Living through a BTR Platform Berkeley BTR Platform Moving at Pace — Six BTR buildings are Construction Period Lease-up & Stabilisation Flexible Exit Routes in production (two more this period), in total 1,122 2 years 6 + 18 months homes – 25% of the initia
Slide 10: Renters' Rights Act – Flexible Exit Routes Post Stabilisation
Renters’ Rights Act – professionalising the Flexible Exit Routes Post Stabilisation sector Berkeley Living’s operating processes established for the Act With its own operating platform, Berkeley has the flexibility to dispose of the assets or introduce third party capital at the most value accretive
Slide 11: Building good green homes where they are needed most
Case study | Grand Union Building good green homes where they are needed most The former industrial estate at Grand Union In partnership with the London Borough of Brent, this previously 22-acre brownfield site derelict industrial estate is being transformed into a welcoming new part of Alperton, ce
Slide 12: Financial track record – through the market cycle
Financial track record Accreditations – through the market cycle Sustainalytics ESG Risk Rating 2025 ‘Low’ ESG risk rating, Industry ESG Top-Rated 6 Company and Low months Years Carbon Leader to 31 ended £m October 30 April (unless otherwise stated) 2025 2025 2024 2023 2022 2021 2020 2019 2018 2017
Slide 13: www.berkeleygroup.co.uk
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