Morgan Sindall tops forecasts and raises targets:
Fit-out and partnership construction firm is 'here for the long term' says CEO.
#MGNS $MGNS
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#MGNS FY Results. In line with the expectations set out earlier in the month and well ahead of FY24 (despite “headwinds”). Secured order book of £12bn up 5%, preferred bidder on a further £7.1bn. FY26 expected inline with revised expectations.
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UK companies in the news:
#ABF #AFC #ADVT #AML #AUGM #AVG #BGEO #DGE #GLB #GSK #HLN #HMSO #HSBA #HSX #IGET #IPF #JET2 #MEGP #MGNS #OMG #PTAL #SHC #STJ #TRCS #VIC
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#GFRD announce appointment to the DfE £15.4bn Construction Framework with lots secured above and below the £12m contract value. Framework runs for 6 years with options for two 1yr extensions.
I think DfE announced this a couple of months ago with #MGNS winning 7lots.
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#MGNS Berenberg raise again to 5800p from 5400p. I believe Peel Hunt raised to 5500p from 4800p.
Fit out dominance noted, cash status and PE deserves a higher support services rating not a cyclical builder.
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#MGNS Recent order book history:
Feb 2020: £7.6bn
Feb 2021: £8.3bn
Feb 2022: £8.6bn
Feb 2023: £8.5bn
Feb 2024: £8.9bn
Feb 2025: £11.4bn
Feb 2026: £19.1bn (including preferred bidder status)
Given consensus is for a revenue decline in 26 and 27 it will be interesting to see what the brokers do….
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Morgan Sindall shares make a new all-time high on raised outlook:
The urban regeneration and office fit out firm sees FY26 earnings trouncing forecasts.
#MGNS $MGNS
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UK companies in the news:
#ASHM #BATS #BBH #BOOT #BUT #CREI #HE1 #HLCL #IHC #MGNS #MICC #REL #RIO #RSE #S32 #SDR #THG #THRU #TRI #TRIG #ULVR #YCA
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#MGNS FY TU. Record performance in 2025 and 2026 expected ahead of expectations. Record orderbook up 17% at £19.1bn. Fit out expected significantly ahead in 2026.
Normally John Morgan prefers to under promise.
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Ive been a holder of #RNWH since 2013 - diverse, well run and acquisitive. AGM at the end of the month so will report back. #MGNS benefit from having John Morgan at the helm, another quality contractor that like to under-promise and over-deliver.
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They're really doing quite well! I've had an aversion to contracting businesses ever since Carillion but feel like I missed a trick with both this and #MGNS.
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I'm in long term on #MGNS. This happened on Tuesday too.
BofA raises Morgan Sindall price target to 5,500p (5,200p) - 'buy'
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Berenberg raise #COST to 190p, #MGNS to 5400p, #KIE to 260p and #GFRD to 620p.
Notably all close to 12 month high breakout levels…
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#MGNS 🆙+9%✅£47.95✅
✅"Significantly ahead of expectations"
😊Great to read that their niche within the construction sector is thriving👍
😊Wonderful news for $MGNS.L shareholders👍
bsky.app/profile/trad...
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#MGNS Brilliant update Mark and this will soon be my #1 again. Look at their long term share price performance 🤯
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#MGNS TU. Expects FY to be Significantly Ahead of Expectations. Fit Out exceeding again, Order Book increased to £12.2bn, average daily net cash increased.
The old John Morgan under promise and over deliver 👍
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Sold #SNX at 316p for a small profit in Trading & ISA. Based on recent movement I may be able to get ISA average down.
Bought some #MGNS at 4186p - too cheap imo with a near 10% drop in the last month. October's expected TU should confirm a positive continuation
of H1's strong results.
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These are excellent results Mark 👊.
#MGNS has been a big winner for me - in just over a year ago at 2422p and up c70% on average 🥳 Tucked away for the long term.
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#MGNS H1 Res. Record first half. Fit out still smashing it and medium term expectations increased. Expects FY in line…..
Order book increased to £12bn. Divi increased 20%.
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#MGNS Morgan Sindall HY Results on Tuesday for me. Despite a "significantly ahead" TU on 17th Jun it's dipped a bit recently.
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#MGNS "Outperforming the wider FTSE All-Share by 62% over the past year, the company’s rapidly improving cash profile and another profit upgrade in June have made it a standout story in an otherwise unpredictable industry."
www.thearmchairtrader.com/uk-shares/mo...
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Fantastic reaction to this #MGNS TU today Mark. First bought at 2422p in May last year, avg 2793p so a very happy long-term holder 😎.
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Cheers Mark, happy to stay invested in #MGNS as they're a quality company. #KLR rally today so briefly hit 40% of my pf and have trimmed a bit. TU on 14th May.
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#MGNS TU. Trading has been better than expected, confident in delivering FY performance in line. Fit Out still leading the way
And expected to be at the top end of guidance. Order book at £11.3bn, daily net cash £330m.
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I'm expecting positive trading updates from these 4 in the next month so small trading buys for #KLR, #MGNS, #KITW & #MKS.
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My ISA is now -5% ytd rather than -12.6% so it's been a welcome recovery in the last week. With >90% of the portfolio in these 5 it could still go either way but expected TUs from #KLR & #MGNS in May should confirm their recent strong trading.
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#MGNS Deutsche Bank target price for Morgan Sindall is £40 (>21% premium). "Guidance is underpinned by a daily average net cash balance of £374m, equivalent to around a quarter of its market cap, and the fact that there is ‘minimal direct impact’ from US tariffs."
Courtesy of Citywire.
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#MGNS TS. Fit out has experienced acceleration and expected to exceed previous expectations and the top end of medium term revised target (£85m). Expects FY slightly ahead of consensus.
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