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1. Company Snapshot

1.a. Company Description

Ibstock plc manufactures and sells clay and concrete building products and solutions primarily in the United Kingdom.Its principal products include clay bricks, brick components, concrete roof tiles, concrete stone masonry substitutes, concrete fencing, pre-stressed concrete, and concrete rail products.The company provides facing bricks, special bricks, walling stones, architectural masonry products, facade systems, retaining walls, sills and arches, and padstones, as well as lintels, sills, and arches; cladding solutions; roof tiles, roof window systems, chimneys, soffits, and roofing accessories; and fencings, caps and copings, bollards, balustrades, path edgings, and urban landscaping products.


It also offers floor beams, door steps, gully surrounds, screed rails, insulated floorings, and hollowcore products; and rail and infrastructure products, such as troughing, cable theft protection, boards, blocks, bases, catchpits, and inspection chambers.In addition, the company offers engraving, cutting, and bonding services; floor beam and block design, supply, and fitting solutions; bespoke concrete products; and staircases and lift shafts services.Its products are used in new build housing; repair, maintenance, and improvement; and infrastructure markets.


The company sells its products under the Forticrete, Supreme, Anderton, and Longley brands to customers in the construction industry.Ibstock plc was founded in 1825 and is headquartered in Ibstock, the United Kingdom.

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1.b. Last Insights on IBST

Ibstock's recent outlook has been influenced by a moderation in long-term expectations, leading to a lowering of its fair value estimate from £1.92 to £1.55 per share. Analysts maintain a cautious stance due to mixed signals on future growth, tempered optimism about near-term performance, and perceived risks in the outlook. Despite this, the company's resilient fundamentals and stable core business are notable. Recent analyst commentary highlights a softer revenue outlook, with revenue growth pared back to about 6.76%. Ibstock is considered undervalued, trading at a discount of up to 49.5%.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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What The Recent Reset In Expectations Means For Ibstock (LSE:IBST) Story And Valuation

Jan -20

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3 UK Stocks Estimated To Be Trading Below Their Intrinsic Value In January 2026

Jan -19

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3 UK Stocks Estimated To Be Trading At Discounts Of Up To 43.2%

Jan -16

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UK Stocks Priced Below Estimated Value In January 2026

Jan -15

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UK Value Stocks: Fevertree Drinks Among 3 Selections Possibly Trading Below Fair Value

Jan -12

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UK Stocks That May Be Trading Below Their Estimated Value

Jan -08

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UK Stocks Priced Below Estimated Value In January 2026

Jan -06

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What Analysts Think Is Changing The Ibstock (LSE:IBST) Story For Shareholders

Jan -06

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (6.28%)

6. Segments

Clay

Expected Growth: 6%

Ibstock plc's clay segment growth is driven by increasing demand for sustainable building materials, government initiatives promoting eco-friendly construction, and rising infrastructure development in the UK. Additionally, the company's strategic acquisitions and investments in new manufacturing facilities have enhanced its production capacity, contributing to the 6% growth.

Concrete

Expected Growth: 7%

Ibstock plc's concrete segment growth is driven by increasing demand for sustainable building materials, government infrastructure investments, and rising construction activity in the UK and US markets. Additionally, the company's focus on product innovation, operational efficiency, and strategic acquisitions contribute to its 7% growth rate.

7. Detailed Products

Clay Bricks

Ibstock's clay bricks are made from natural clay and are available in a range of colors and textures, suitable for new build and renovation projects.

Concrete Bricks

Ibstock's concrete bricks are durable and versatile, suitable for a wide range of applications, including structural and non-structural uses.

Facing Bricks

Ibstock's facing bricks are designed for exterior use, offering a range of colors and textures to enhance the aesthetic appeal of buildings.

Engineering Bricks

Ibstock's engineering bricks are high-strength bricks suitable for structural applications, including foundations, bridges, and other infrastructure projects.

Special Shaped Bricks

Ibstock's special shaped bricks are designed to meet specific architectural requirements, including arches, curves, and other unique shapes.

Paving and Landscaping Products

Ibstock's paving and landscaping products include flags, blocks, and kerbs, suitable for outdoor spaces, walkways, and driveways.

8. Ibstock plc's Porter Forces

Forces Ranking

Threat Of Substitutes

Ibstock plc's products are moderately substitutable, as customers have some alternatives, but they are not easily replaceable.

Bargaining Power Of Customers

Ibstock plc's customers have limited bargaining power due to the company's strong market position and diversified customer base.

Bargaining Power Of Suppliers

Ibstock plc's suppliers have moderate bargaining power, as the company relies on a few key suppliers, but has some flexibility in its supply chain.

Threat Of New Entrants

The threat of new entrants is low due to the high barriers to entry in the building materials industry, including significant capital requirements and regulatory hurdles.

Intensity Of Rivalry

The intensity of rivalry in the building materials industry is high, with several established players competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 25.07%
Debt Cost 5.03%
Equity Weight 74.93%
Equity Cost 10.55%
WACC 9.16%
Leverage 33.46%

11. Quality Control: Ibstock plc passed 3 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Vicat

A-Score: 7.0/10

Value: 7.4

Growth: 6.1

Quality: 4.8

Yield: 6.9

Momentum: 10.0

Volatility: 6.7

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Iberpapel

A-Score: 6.8/10

Value: 6.7

Growth: 5.0

Quality: 5.8

Yield: 7.5

Momentum: 6.5

Volatility: 9.7

1-Year Total Return ->

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Semapa

A-Score: 6.8/10

Value: 8.7

Growth: 5.4

Quality: 5.0

Yield: 7.5

Momentum: 8.0

Volatility: 6.0

1-Year Total Return ->

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Breedon

A-Score: 5.3/10

Value: 6.7

Growth: 6.0

Quality: 4.7

Yield: 6.9

Momentum: 1.0

Volatility: 6.3

1-Year Total Return ->

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Marshalls

A-Score: 3.9/10

Value: 6.0

Growth: 2.6

Quality: 4.6

Yield: 6.9

Momentum: 0.5

Volatility: 3.0

1-Year Total Return ->

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Stock-Card
Ibstock

A-Score: 3.5/10

Value: 3.8

Growth: 1.6

Quality: 3.4

Yield: 5.6

Momentum: 1.0

Volatility: 5.3

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

1.29$

Current Price

1.29$

Potential

-0.00%

Expected Cash-Flows