The time is now: UK Construction has long been perceived as a risky sector, with high-profile collapses reinforcing investor sentiment that risks outweigh the rewards. However, incumbent Tier 1 contractors are demonstrating that lessons have been learned, illustrated by steady order book growth coupled with contract portfolio evolution that enables significantly better risk management. Recent industry consolidation has left a few high-quality players positioned to capitalise on structural public ....

18 Jun 2025
Building Materials & Construction - Cavendish sector note
Brickability Group PLC (BRCK:LON), 60.7 | Costain Group PLC (COST:LON), 135 | Galliford Try Holdings PLC (GFRD:LON), 432 | Kier Group plc (KIE:LON), 190 | Speedy Hire Plc (SDY:LON), 27.2

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Building Materials & Construction - Cavendish sector note
Brickability Group PLC (BRCK:LON), 60.7 | Costain Group PLC (COST:LON), 135 | Galliford Try Holdings PLC (GFRD:LON), 432 | Kier Group plc (KIE:LON), 190 | Speedy Hire Plc (SDY:LON), 27.2
- Published:
18 Jun 2025 -
Author:
David Buxton | Guy Hewett | Edward Stacey | Max Hayes -
Pages:
33 -
The time is now: UK Construction has long been perceived as a risky sector, with high-profile collapses reinforcing investor sentiment that risks outweigh the rewards. However, incumbent Tier 1 contractors are demonstrating that lessons have been learned, illustrated by steady order book growth coupled with contract portfolio evolution that enables significantly better risk management. Recent industry consolidation has left a few high-quality players positioned to capitalise on structural public ....