UK Building Materials Sector Will Face Changing Expectations And Margin Pressures

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

09 Mar 25

Updated

23 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-28.3%

7D

3.9%

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1Y

-28.3%

7D

3.9%

You can edit this narrative until Nov 24 3:10 PM. Then, changes will post as Updates.

Author's Valuation

UK£1.6117.7% undervalued

AnalystConsensusTarget Fair Value

Shared on 23 Nov 25

Fair value Decreased 1.65%

IBST: End Market Recovery Will Drive Renewed Momentum as Planning Delays Abate

Ibstock's analyst fair value price target has been modestly reduced from £1.64 to £1.61. Analysts cite softer end market conditions and delays in new build planning as key factors behind the adjustment.

Shared on 08 Nov 25

Fair value Decreased 4.09%

IBST: Near-Term Market Headwinds Will Ease as Planning Delays Are Resolved

The analyst price target for Ibstock has been cut from £1.71 to £1.64 per share. This reflects a more cautious view on market conditions and reduced revenue growth expectations, according to analysts.

Shared on 25 Oct 25

Fair value Decreased 5.79%

Analysts have lowered their price target for Ibstock from £1.82 to £1.71, citing reduced growth expectations and a slightly softer profit margin outlook. Analyst Commentary Recent research notes reveal a shift in sentiment among analysts regarding Ibstock's valuation and growth prospects.

Shared on 11 Oct 25

Fair value Decreased 5.62%

Ibstock Analyst Price Target Revised Downward The analyst price target for Ibstock has been reduced from £2.00 to £1.70 per share. Analysts cite expectations of slightly lower revenue growth and profit margins as key factors in the adjustment.

Shared on 01 May 25

Fair value Decreased 7.10%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.49%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 13 Mar 25

Fair value Increased 6.21%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

UK£1.61

17.7% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

6.32%

Basic Materials revenue growth rate

0.18%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

9.07%

Calculation

UK£44.24m

Earnings '28

x

18.64x

PE Ratio '28

=

UK£824.84m

Market Cap '28

UK£824.84m

Market Cap '28

/

394.88m

No. shares '28

=

UK£2.09

Share Price '28

UK£2.09 Share Price '28

Discounted to 2025 @ 9.08% p.a.

=

UK£1.61

Fair Value '25