Alumasc (#ALU) – Q1 revenue +9.6% YoY, FY “confident of progress… in line with expectations”

Alumasc – full-year results, a “resilient performance” and a “positive start” to this year?

‘Sustainable building products, systems and solutions group’ Alumasc (ALU) has announced results for its year ended 30th June 2026 and “a positive start to FY27, with group revenue in the first two months up 5% year-on-year”. So what about a share price more than 3% lower in response at 230p?

Alumasc (#ALU) – FY adj. EPS -31% to 20.5p, DPS maintained at 11.1p, this year “revenue in the first two months up 5% year-on-year”

BREAKING: Alumasc – its CEO having only been appointed in April, now “Suspension of CEO”! What’s going on?…

It was only in April this year that Alumasc (ALU) was “pleased to confirm” Pamela Bingham had been appointed as CEO, with Chair Vijay Thakrar emphasising “she brings extensive commercial experience as well as a record of value creation through organic and inorganic growth, employee engagement, digital transformation and customer loyalty, all of which will be helpful in leading Alumasc during its next stage of growth”. Less than four months later it’s Vijay Thakrar, as “Interim Executive Chair”, providing the comment in Alumasc’s full-year trading update as “Pamela Bingham, has been suspended by the board pending an investigation into matters relating to her professional conduct”! So what’s going on? Here’s what we understand…

Alumasc (#ALU) – “CEO, Pamela Bingham, has been suspended by the board pending an investigation into matters relating to her professional conduct”

Alumasc (#ALU) – FY only “broadly in line with revised market consensus… in the face of strengthening demand headwinds”

Alumasc – “strong momentum in order intake… continued into Q3”, BUT…

‘Sustainable building products, systems and solutions group’ Alumasc (ALU) was previously followed on the N50 website before last October the group noted that macroeconomic, fiscal and political headwinds had intensified and it was concluded to play it safe and sell with the shares then at 295.5p. The shares most recently closed at 260p and what about them currently falling below 230p on the back of a “Q3 Trading Update”?

Alumasc (#ALU) – H1 adj. EPS down to 8.3p, DPS maintained at 3.5p, argues “strong order book, with growing momentum”

Alumasc (#ALU) – reiterates expects H2 weighted performance including with there “uncertainty surrounding the UK Government’s upcoming Autumn Budget”

Alumasc – full-year results, an “optimistic for another successful year of growth” Buy

‘Sustainable building products, systems and solutions group’ Alumasc (ALU) has announced results for its year ended 30th June 2025 and that its outlook “remains optimistic for another successful year of growth”. How are the results and outlook relative to a 322.5p share price, £116.5 million market cap, valuation?

Alumasc (#ALU) – FY adj. EPS +11% to 29.9p, DPS +3% to 11.1p, “optimistic for another successful year of growth”

Alumasc (#ALU) – formal opening of Gatic access covers manufacturing and assembly facility in Halstead, Essex

Alumasc – interims, a “strong momentum continuing” Buy

‘Sustainable building products, systems and solutions group’ Alumasc (ALU) has announced its results for its half-year ended 31st December 2024 headlined “Strong momentum continuing, driven by organic and inorganic growth”. This sounds good.

Alumasc (#ALU) – H1 adj. EPS up to 15.8p, DPS to 3.5p, “continues to remain confident”

Alumasc Group – a growth Buy

A company describing itself as a “premium sustainable building products, systems and solutions group” which, amidst the current highly challenging macro environment, was able in September to note “a further upgrade to our 2024 profit, with underlying profit before tax of £13.0m, 16% ahead of the prior year. All three divisions saw organic revenue and strong profit growth” commands attention – and the following details why it looks a growth Buy.

Alumasc (#ALU) – trading momentum means “confident of delivering another year of growth, in line with its expectations” despite sector demand headwinds

Alumasc (#ALU) – FY adj. EPS up to 26.9p, DPS to 10.75p, “optimistic for another year of growth”

Alumasc (#ALU) – H1 adj. EPS up to 13p, DPS to 3.45p, notes continuing geopolitical and economic environment volatility

Alumasc (#ALU) – Competition & Markets Authority (CMA) invites comments on ARP Group and Rainwater Online proposed transaction from any interested party

Alumasc (#ALU) – Q1 update and FY expectations “remain unchanged”, expects proposed ARP Group acquisition CMA “process to conclude during December”