Balfour Beatty Community

Update as of 15 April: My original P/E ratio projection of 15 appears too ambitious two weeks after Donald Trump's "Liberation Day"; yet for the reasons given below, I will leave both my revenue and margin projections intact for now, resulting in a new fair value of about 680p. Venerable Balfour Beatty plc is a household name in the UK, and for a good reason: The construction and infrastructure behemoth is present on construction sites across the UK.

Key Takeaways Strong backlog and focus on high-growth sectors like energy infrastructure position Balfour Beatty for long-term revenue and margin improvement. Strategic diversification and investment in digitalization enhance operational efficiency and support sustainable earnings growth, particularly in the U.S. market.