Berkeley Group Holdings plc · LSE:BKG
Berkeley — Investor Presentation (June 2025)
11 slides from Berkeley's investor presentation, Jun 27, 2025
Slide 1: Investor Update Summer 2025
Kidbrooke Village, Greenwich Investor Update Summer 2025
Slide 2: Investment Case Highlights for the year ended April 2025
Investment Case Highlights for the year ended April 2025 Berkeley is a unique asset- We seek to find the optimum The pace at which homes focused development development solution for are delivered is determined business that seeks to each site in terms of both by the prevailing operating Profit befor
Slide 3: Brownfield regeneration at scale: Land Holdings and Build to Rent Platform
Brownfield regeneration at scale Land Holdings Estimated future gross margin is £6.7 billion across 53,000 future homes on 64 sites: Berkeley is the only large UK homebuilder to align As at Our brownfield-first approach will with the Government’s 30 April 2025 Change 30 April 2024 brownfield-first h
Slide 4: Operating Environment and Berkeley's Resilient Operating Performance in FY25
Operating Environment Berkeley’s Resilient Operating Performance in FY25 The operating environment remains volatile, with sentiment finely Operating Performance Alexandra Gate, Haringey balanced given the geopolitical and macroeconomic backdrop. — Gradual improvement in sales with successful new lau
Slide 5: Berkeley 2035 - a strategy for value creation over the next 10 years
Berkeley 2035 - a strategy for value creation Adopting this flexible capital over the next 10 years allocation strategy at this point in the cycle enables Berkeley to retain financial strength at a The Government’s aspiration to time of persistent volatility in the deliver 1.5 million homes over thi
Slide 6: BTR and Berkeley – Accelerating Delivery and Maximising Value through a BTR Platform
BTR and Berkeley – Accelerating Delivery and Flexible Exit Routes Post Stabilisation Maximising Value through a BTR Platform BTR represents an additional sales channel for Berkeley that With its own platform, Berkeley has the flexibility to dispose of the capitalises on and maximises value from stru
Slide 7: Structural Shifts in Housing Market and Illustrative BTR Portfolio
Structural Shifts in Housing Market Illustrative BTR Portfolio Severe shortage of high quality, Demand driving favourable professionally managed rental rental growth dynamics and high New homes accelerated 4,000 homes, particularly in London occupancy rates Today’s average capital value £450,000 Str
Slide 8: Brownfield regeneration at scale: Driving Growth and Value
Brownfield regeneration at scale Driving Growth and Value Berkeley specialises in unlocking the long-term value of derelict and underused urban land. Our carefully chosen brownfield sites are located within existing communities, where new investment can deliver greater economic, social and environme
Slide 9: Case study | Grand Union
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 10: Financial track record – through the market cycle
Financial track record – through the market cycle Years ended 30 April £m (unless otherwise stated) 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 Income Statement Units Sold* 4,047 3,521 4,043 3,760 2,825 2,723 3,698 3,678 3,802 3,776 3,355
Slide 11: www.berkeleygroup.co.uk
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