David Arnold
CFO
Replay available
Grafton Group plc (LSE: GFTU) Q2 2026 earnings conference call, held 2026-09-03. Replay captured from the company's public earnings webcast.

Meeting Overview The meeting focused on the Grafton Group PLC's performance for the first half of the year, highlighting operational achievements, financial results, and strategic outlook. Key topics included revenue growth, acquisitions, and market conditions affecting different segments of the business. Key Discussion Points - Overview of operational highlights and financial performance for the first half of the year. - Revenue growth of 6.7% and adjusted operating profit increase of 8.2%. - Interim dividend increase of 2.3% and reaffirmation of full-year operating profit guidance. - Completion of two acquisitions in Ireland and Spain, contributing positively to performance. - Strong performance in the Island of Ireland segment contrasted with challenges in Great Britain. - Discussion of financial metrics including revenue, operating margin, and earnings per share. - Impact of market conditions and inflation on various business segments. Decisions Made - No explicit decisions reco...
CFO
Speaker 1: Good morning everyone. Speaker 1: Welcome to the Grafton Group PLC Speaker 1: 0.5 year results. Speaker 1: Click agenda. I will start with some operational highlights before our CFO David Arnold Speaker 1: will go through the financial details Speaker 1: and afterwards Speaker 1: you will have me again talking a little bit about strategy Speaker 1: and outlook for the remainder of the year. Speaker 1: The performance in the 1st 0.5 was, I would call, very solid. We had revenue growth of 6.7%, Speaker 1: adjusted operating profit increase of 8.2% Speaker 1: and a growth of our adjusted earnings per share of 10.8%. Speaker 1: As you will have noted this morning, we increased the interim dividend Speaker 1: by 2.3% Speaker 1: and reconfirm Speaker 1: our full year operating profit guidance Speaker 1: between 190 Speaker 1: and 200 million. Speaker 1: In terms of development activities Speaker 1: in the 1st 0.5 of the year, we completed Speaker 1: 2 acquisitions Speaker 1: in Europe's faster growing markets Speaker 1: in Ireland Speaker 1: where we acquired Signum Speaker 1: and in Iberia in Spain where we acquired Speaker 1: Megalooth Speaker 1: and both of those acquisitions Speaker 1: have started well in our ownership Speaker 1: and are trading strongly Speaker 1: year to date. Speaker 1: We also invested Speaker 1: into new branches on a group wide basis, Speaker 1: especially Speaker 1: in Iberia Speaker 1: and also in Ireland. Speaker 1: And we maintain a strong balance sheet to have sufficient firepower Speaker 1: to deploy capital Speaker 1: as the opportunities Speaker 1: arise. Speaker 1: I will now hand over to David to go through the financials. Speaker 2: Thank you Eric and good morning everyone. Speaker 2: As Eric has already covered some of the...