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Bodycote plc Stock Price

LSE:BOY Community·UK£1.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 12 Fair Values set on narratives written by author

BOY Share Price Performance

UK£9.09
2.77 (43.83%)
UK£8.87
Fair Value
UK£9.09
2.77 (43.83%)
2.5% overvalued intrinsic discount
UK£8.87
Fair Value
Price UK£9.09
AnalystConsensusTarget UK£8.87
AnalystLowTarget UK£8.00
AnalystHighTarget UK£10.00

BOY Community Narratives

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Fair Value UK£8.87 2.5% overvalued intrinsic discount

US Aerospace And Defense Expansion Will Harness Industry 40 Trends

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Fair Value UK£8 13.6% overvalued intrinsic discount

Localization And Regulation Will Pressure Revenue Despite Efficiency Gains

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Fair Value UK£10 9.1% undervalued intrinsic discount

Reshoring And Decarbonisation Will Reshape Aerospace And EV Sectors

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Trending Discussion

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Updated Narratives

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BOY: Post Apollo Exit Tight Margins Will Limit Upside Despite Bid Interest

Fair Value: UK£8 13.6% overvalued intrinsic discount
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BOY: Standalone Execution And Margin Discipline Will Drive Future Share Upside

Fair Value: UK£10 9.1% undervalued intrinsic discount
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BOY: Higher P/E Assumptions And M&A Optionality Will Shape Future Repricing

Fair Value: UK£8.87 2.5% overvalued intrinsic discount
9 users have set this as their fair value
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Snowflake Analysis

Adequate balance sheet and fair value.

3 Risks
3 Rewards

Bodycote plc Key Details

UK£739.3m

Revenue

UK£635.5m

Cost of Revenue

UK£103.8m

Gross Profit

UK£45.6m

Other Expenses

UK£58.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.35
14.04%
7.87%
25.8%
View Full Analysis

About BOY

Founded
1923
Employees
3921
CEO
James Fairbairn
WebsiteView website
www.bodycote.com

Bodycote plc provides heat treatment and thermal processing services worldwide. It operates in Specialist Technologies and Precision Heat Treatment divisions. The company offers heat treatment services, including altering the microstructure of metals and alloys, which include steel and aluminum to impart properties comprising surface hardness, temperature resistance, ductility, and strength; metal joining services consisting of electron beam welding, HIP diffusion bonding, hydrogen brazing, induction brazing, and furnace/vacuum brazing; and hot isostatic pressing (HIP) services, such as isostatic pressing and HIP supporting services, as well as Powdermet technologies. It also provides surface technologies, which are used to prolong the working life of components and protect from environmental factors, such as corrosion and abrasion. The company’s surface technologies include anodising, flame and combustion spraying, high-velocity oxygen fuel coatings, plasma spray, electric arc wire, vapor phase aluminide, liquid and ceramic coatings, and thermochemically formed ceramic coatings to enhance corrosion protection and wear resistance. It serves automotive, aerospace and defense, energy, and general industrial markets. Bodycote plc was founded in 1923 and is headquartered in Macclesfield, the United Kingdom.

Recent BOY News & Updates

Narrative Update Aug 06

BOY: Post Apollo Exit Tight Margins Will Limit Upside Despite Bid Interest

Analysts have nudged the fair value estimate for Bodycote higher. The updated price target is framed by recent moves in Street targets toward the £8.00 range, supported by research that highlights revised assumptions on discount rates, profit margins and P/E multiples.

Recent updates

No updates