The firm operates two cement plants and a network of quarries, asphalt plants and ready-mixed concrete plants, with operations in three segments: Great Britain, Ireland and Cement. The company generates majority of its revenue in the United Kingdom.
Cyborg Score Rationale
Breedon operates in a defensive, essential infrastructure-linked sector with stable cash generation (EBITDA margin 17%) and a solid dividend yield of 4.27%. However, recent profitability declined significantly (net income down 55.7% in latest half-year), reflecting challenging construction market conditions.
Top Insights
Highly integrated business model with quarrying to finished products (aggregates, asphalt, concrete, cement) de-risks supply chain
Recent acquisitions (Hardcrete Dec 2025, Booth Precast Dec 2025) signal strategic focus on mineral reserves and vertical integration
Significant profitability pressure with 55.7% decline in net income in latest half-year despite stable EBITDA margins