Declared Dividend • Aug 06
First half dividend of UK£0.29 announced Shareholders will receive a dividend of UK£0.29. Ex-date: 13th August 2026 Payment date: 11th September 2026 Dividend yield will be 2.5%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is well covered by both earnings (36% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Aug 06
Keller Group plc Announces an Interim Ordinary Dividend, Payable on 11 September 2026 The Board of Keller Group plc declared an interim dividend of 28.7 pence (First half 2025: 18.3 pence), up 57% versus the prior period, payable on 11 September 2026 to shareholders on the register as at 14 August 2026. Announcement • Aug 04
Keller Group plc to Report Fiscal Year 2026 Results on Mar 18, 2027 Keller Group plc announced that they will report fiscal year 2026 results on Mar 18, 2027 Reported Earnings • Aug 04
First half 2026 earnings released: EPS: UK£1.15 (vs UK£0.93 in 1H 2025) First half 2026 results: EPS: UK£1.15 (up from UK£0.93 in 1H 2025). Revenue: UK£1.61b (up 10% from 1H 2025). Net income: UK£79.3m (up 19% from 1H 2025). Profit margin: 4.9% (up from 4.6% in 1H 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth. New Risk • Jul 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 8.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jul 08
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to €38.20, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 14x in the Construction industry in Europe. Total returns to shareholders of 371% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €35.66 per share. Announcement • Jul 07
Keller Group plc Provides Earnings Guidance for the Year-Ending 31 December 2026 Keller Group plc provided earnings guidance for the year-ending 31 December 2026 . As a result of the strong trading performance set out above, the Group's continued margin discipline and its strong order book, the Board now anticipates that the Group's revenue for the full year 2026 will be materially ahead of current market consensus . Current company compiled consensus for the year-ending 31 December 2026 (based on the estimates of seven analysts) is Revenue of £3,150 million. Declared Dividend • May 20
Final dividend of UK£0.52 announced Shareholders will receive a dividend of UK£0.52. Ex-date: 28th May 2026 Payment date: 26th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • May 20
Keller Group plc to Report Q2, 2026 Results on Aug 04, 2026 Keller Group plc announced that they will report Q2, 2026 results on Aug 04, 2026 Announcement • Mar 31
Keller Group plc (LSE:KLR) announces an Equity Buyback for £100 million worth of its shares. Keller Group plc (LSE:KLR) announces a share repurchase program. Under the 2026 as part of its multi-year program, the company entered into non-discretionary agreements with each of Investec Bank plc and Peel Hunt LLP to repurchase up to £100 million worth of its shares. Investec will execute the first £50 million of the share buyback program and Peel Hunt will execute the second £50 million of the share buyback program. The purpose of the share buyback program is to reduce the share capital of the Group. Shares purchased pursuant to the buyback program will be held in Treasury and may be used to satisfy future obligations under the Group's employee share plans. The program will end no later than March 31, 2027. Announcement • Mar 04
Keller Group plc, Annual General Meeting, May 20, 2026 Keller Group plc, Annual General Meeting, May 20, 2026. Announcement • Aug 19
Keller Group plc Announces Termination of Michael James Speakman as Director, Effective August 18, 2025 Keller Group plc announced termination of Michael James Speakman as Director. Effective August 18, 2025. Announcement • Aug 08
Keller Group plc to Report Fiscal Year 2025 Results on Mar 03, 2026 Keller Group plc announced that they will report fiscal year 2025 results on Mar 03, 2026 Announcement • Dec 16
Keller Group plc Announces Board Committee Changes Keller Group plc announced that, as a result of a review by the Board of the structure and composition of its Sustainability Committee, the following changes have been agreed with effect from 1 January 2025: Juan Hernández Abrams, Chair of the Sustainability Committee, has been appointed as Director responsible for ESG and sustainability at Keller, succeeding Peter Hill in the role. Peter Hill, Group Chairman, and Mike Speakman, Chief Executive Officer, will no longer serve as members of the Sustainability Committee. The current membership of the Board Committees at Keller is as follows: Audit and Risk: Paula Bell, Chair; Members: Kate Rock, Juan Hernández Abrams, Annette Kelleher, Stephen King. Nomination and Governance: Peter Hill, Chair; Members: Paula Bell, Kate Rock, Juan Hernández Abrams, Annette Kelleher, Stephen King. Carl-Peter Forster - Chair, Designate. Remuneration: Annette Kelleher, Chair; Members: Paula Bell, Kate Rock, Juan Hernández Abrams, Stephen Hill. Sustainability: Juan Hernández Abrams, Chair; Members: Paula Bell, Kate Rock, Annette Kelleher, Stephen King. Recent Insider Transactions • Sep 16
CFO & Executive Director recently sold €380k worth of stock On the 12th of September, David Burke sold around 20k shares on-market at roughly €19.11 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months. Declared Dividend • Aug 08
First half dividend of UK£0.17 announced Shareholders will receive a dividend of UK£0.17. Ex-date: 15th August 2024 Payment date: 13th September 2024 Dividend yield will be 2.9%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 5.7% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 07
First half 2024 earnings released: EPS: UK£0.96 (vs UK£0.46 in 1H 2023) First half 2024 results: EPS: UK£0.96 (up from UK£0.46 in 1H 2023). Revenue: UK£1.49b (up 1.6% from 1H 2023). Net income: UK£69.5m (up 109% from 1H 2023). Profit margin: 4.7% (up from 2.3% in 1H 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. New Risk • Aug 02
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Jul 20
Now 21% undervalued Over the last 90 days, the stock has risen 46% to €17.20. The fair value is estimated to be €21.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings are also forecast to grow by 9.1% per annum over the same time period. Upcoming Dividend • May 23
Upcoming dividend of UK£0.31 per share Eligible shareholders must have bought the stock before 30 May 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.9%). Valuation Update With 7 Day Price Move • May 16
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to €15.60, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Construction industry in Europe. Total returns to shareholders of 94% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €20.63 per share. Announcement • May 16
Keller Group plc Approves to Declares Final Dividend Keller Group plc at its Annual General Meeting held on 15 May 2024, approved to declare a final dividend of 31.3 pence per Ordinary share. Buy Or Sell Opportunity • Apr 17
Now 20% undervalued Over the last 90 days, the stock has risen 24% to €12.00. The fair value is estimated to be €15.07, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period. Reported Earnings • Apr 10
Full year 2023 earnings released: EPS: UK£1.23 (vs UK£0.63 in FY 2022) Full year 2023 results: EPS: UK£1.23 (up from UK£0.63 in FY 2022). Revenue: UK£2.97b (flat on FY 2022). Net income: UK£89.4m (up 94% from FY 2022). Profit margin: 3.0% (up from 1.6% in FY 2022). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Apr 02
Now 21% undervalued Over the last 90 days, the stock has risen 26% to €11.90. The fair value is estimated to be €14.98, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 1.4% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period. Reported Earnings • Mar 06
Full year 2023 earnings released: EPS: UK£1.23 (vs UK£0.63 in FY 2022) Full year 2023 results: EPS: UK£1.23 (up from UK£0.63 in FY 2022). Revenue: UK£2.97b (flat on FY 2022). Net income: UK£89.4m (up 94% from FY 2022). Profit margin: 3.0% (up from 1.6% in FY 2022). Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Mar 05
Keller Group plc to Report Q2, 2024 Results on Aug 06, 2024 Keller Group plc announced that they will report Q2, 2024 results on Aug 06, 2024 Announcement • Feb 16
Keller Group plc, Annual General Meeting, May 15, 2024 Keller Group plc, Annual General Meeting, May 15, 2024. Announcement • Feb 15
Keller Group plc Announces Board Changes Keller Group plc announced that independent Non-Executive Director and Chair of the Remuneration Committee, Eva Lindqvist, has decided to retire from the Board at the conclusion of the Company’s Annual General Meeting to be held on May 15, 2024, having served on the Board for seven years. Annette Kelleher, independent Non-Executive Director, will succeed Eva as Chair of the Remuneration Committee following the AGM. Buying Opportunity • Dec 13
Now 20% undervalued Over the last 90 days, the stock is up 7.1%. The fair value is estimated to be €11.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to decline by 1.1% in 2 years. Earnings is forecast to grow by 56% in the next 2 years. Announcement • Nov 15
Keller Group plc Announces Appointment of Annette Kelleher as A Non-Executive Director and Chair Designate of the Remuneration Committee, with Effect from 1 December 2023 Keller Group plc announced the appointment of Annette Kelleher as a Non-executive Director and Chair Designate of the Remuneration Committee, with effect from 1 December 2023. Annette has broad senior management experience in the international industrials sector, including change management, group development and transformation. She is currently Chief Human Resources Director and a member of the Group Management Committee of Johnson Mattheyplc, a global leader in sustainable technologies. Annette joined Johnson Matthey in May 2013 from NSG Group, the Tokyo-listed global performance glass group which acquired Pilkington Group plc in 2006. During Annette's tenure firstly with Pilkington and then NSG, she held a series of increasingly senior and global human resources roles, spending considerable time in Asia. From 2014 until earlier this year, Annette was Non-Executive Director at Hill & Smith plc, the international infrastructure, engineered solutions and transportation group. In addition, Annette chaired Hill & Smith's Remuneration Committee from May 2016 to May 2023. From 2006 to 2009 Annette was an independent Director of Tribunal Services, part of the UK'sMinistry of Justice. An Irish citizen, Annette qualified with a BA Business Studies and MSc HR Management and Training. Buying Opportunity • Nov 08
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 1.1%. The fair value is estimated to be €11.43, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to decline by 1.1% in 2 years. Earnings is forecast to grow by 56% in the next 2 years. Board Change • Nov 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Non-Executive Director Juan Gerardo Abrams was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Oct 24
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to €8.60, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 10x in the Construction industry in Europe. Total returns to shareholders of 63% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €11.48 per share. Announcement • Oct 24
Keller Group plc Provides Earnings Guidance for the Year 2023 Keller Group plc announced that given trading performance to date and the continued momentum in the business, they now expect full year 2023 underlying operating profit to be materially ahead of current market expectations. Announcement • Oct 23
Keller Group plc to Report Fiscal Year 2023 Results on Mar 05, 2024 Keller Group plc announced that they will report fiscal year 2023 results on Mar 05, 2024 Upcoming Dividend • Aug 10
Upcoming dividend of UK£0.14 per share at 4.7% yield Eligible shareholders must have bought the stock before 17 August 2023. Payment date: 08 September 2023. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (4.0%). Reported Earnings • Aug 02
First half 2023 earnings released: EPS: UK£0.46 (vs UK£0.25 in 1H 2022) First half 2023 results: EPS: UK£0.46 (up from UK£0.25 in 1H 2022). Revenue: UK£1.47b (up 10.0% from 1H 2022). Net income: UK£33.2m (up 81% from 1H 2022). Profit margin: 2.3% (up from 1.4% in 1H 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Construction industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 16% per year. Valuation Update With 7 Day Price Move • Jul 12
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €9.10, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 66% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €13.04 per share. Announcement • Jul 06
Keller Group plc Will Be Announcing A 5% Increase in the Interim Dividend for 2023 Keller Group plc announced that given the increase in full year expectations, and in keeping with the Group's progressive dividend policy, the Board will be announcing a 5% increase in the interim dividend to 13.9p (2022: 13.2p) as part of the Group's interim results. Upcoming Dividend • May 25
Upcoming dividend of UK£0.24 per share at 5.3% yield Eligible shareholders must have bought the stock before 01 June 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 60% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.7%). Announcement • May 19
Keller Group plc Announces Board Committees Changes In accordance with Listing Rule 9.6.11R, Keller Group plc announced that, following a recent review by the Board of the structure and composition of its Committees, the Environment Committee and Social and Community Committee have been merged to form a new Sustainability Committee Juan Hernández Abrams has been appointed as Chair of the Sustainability Committee, which will continue to oversee progress against Keller’s Sustainability and ESG agenda. Baroness Kate Rock continues to hold the role of designated Non-executive Director with responsibility for workforce engagement at Keller. The membership of the Board Committees is as follows: Audit and Risk: Paula Bell, Eva Lindqvist, Kate Rock, Juan Hernández Abrams. Nomination and Governance Peter Hill – Group Chairman: Paula Bell, Eva Lindqvist, Juan Hernández Abrams. Remuneration: Eva Lindqvist, Paula Bell, Kate Rock, Juan Hernández Abrams. Sustainability: Juan Hernández Abrams: Peter Hill, Paula Bell, Eva Lindqvist, Kate Rock, Michael Speakman. Announcement • May 18
Keller Group plc Approves Final Dividend for Year 2022 Keller Group plc at its AGM held on Wednesday, 17 May 2023, approved to declare a final dividend of 24.5 pence per Ordinary Share. Recent Insider Transactions • Mar 20
CEO & Director recently sold €366k worth of stock On the 15th of March, Michael Speakman sold around 48k shares on-market at roughly €7.55 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months. Valuation Update With 7 Day Price Move • Mar 15
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €7.60, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Construction industry in Europe. Total returns to shareholders of 65% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.24 per share. Reported Earnings • Mar 09
Full year 2022 earnings released: EPS: UK£0.63 (vs UK£0.87 in FY 2021) Full year 2022 results: EPS: UK£0.63 (down from UK£0.87 in FY 2021). Revenue: UK£2.94b (up 32% from FY 2021). Net income: UK£46.0m (down 27% from FY 2021). Profit margin: 1.6% (down from 2.8% in FY 2021). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Construction industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Sep 17
Investor sentiment improved over the past week After last week's 15% share price gain to €8.40, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 10x in the Construction industry in Europe. Total returns to shareholders of 36% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.16 per share. Upcoming Dividend • Aug 11
Upcoming dividend of UK£0.13 per share Eligible shareholders must have bought the stock before 18 August 2022. Payment date: 09 September 2022. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.0%). Reported Earnings • Aug 03
First half 2022 earnings released: EPS: UK£0.34 (vs UK£0.28 in 1H 2021) First half 2022 results: EPS: UK£0.34 (up from UK£0.28 in 1H 2021). Revenue: UK£1.34b (up 36% from 1H 2021). Net income: UK£24.6m (up 19% from 1H 2021). Profit margin: 1.8% (down from 2.1% in 1H 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.8%, compared to a 5.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Aug 02
Keller Group plc Announces Interim Dividend, Payable on September 9, 2022 The board of Keller Group plc has announced a 5% increase in the interim dividend to 13.2 pence (2021: 12.6 pence), payable on September 9, 2022 to shareholders on the register as at August 19, 2022. The Board will also be reviewing a further increase to the final dividend in respect of the current year as part of the Group's return to a progressive dividend policy. Announcement • Jun 28
Keller Group plc Announces Increase in the Interim Dividend The Board of Keller Group plc is announcing a 5% increase in the interim dividend to 13.2 pence (2021: 12.6 pence) as part of the Group's interim results. The Board will also be reviewing a further increase to the final dividend in respect of the current year as part of the Group's return to a progressive dividend policy, as well as reviewing other options for capital returns. Upcoming Dividend • May 25
Upcoming dividend of UK£0.23 per share Eligible shareholders must have bought the stock before 01 June 2022. Payment date: 01 July 2022. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.3%). Higher than average of industry peers (3.6%). Announcement • May 18
Keller Group plc Affirms Earnings Guidance for the Year 2022 Keller Group plc affirmed earnings guidance for the year 2022. The Board's expectations for the full year remain unchanged. The company expects its full year performance to have the customary second half weighting, and to reflect its usual increase in trading momentum as the year progresses. Announcement • Mar 10
Keller Group plc Recommends 2021 Final Dividend, Payable on 1 July 2022 The Board of Keller Group plc recommending the payment of a 2021 final dividend of 23.3 pence per share (2020: 23.3 pence per share) to be paid on 1 July 2022 to shareholders on the register as at the close of business on 6 June 2022. Reported Earnings • Mar 09
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: UK£0.87 (up from UK£0.59 in FY 2020). Revenue: UK£2.22b (up 7.8% from FY 2020). Net income: UK£63.0m (up 48% from FY 2020). Profit margin: 2.8% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 10%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • Feb 01
Keller Group plc Announces Directorate Change Keller Group plc announced that Nancy Tuor Moore, independent Non-executive Director and Chair of Keller’s Environment Committee, has decided to retire from the Board at the conclusion of the Company’s Annual General Meeting to be held in May 2022, having served on the Board for 8 years. Juan Hernández Abrams will join the Board as an independent Non-executive Director with effect from 1 February 2022 and become a member of the Audit and Risk, Environment, Nomination and Governance, Remuneration, and Social and Community Committees. Juan will succeed Nancy Tuor Moore as Environment Committee Chair on 18 May 2022. Board Change • Dec 06
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. CFO & Executive Director David Burke was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Aug 12
Upcoming dividend of UK£0.13 per share Eligible shareholders must have bought the stock before 19 August 2021. Payment date: 10 September 2021. Trailing yield: 3.7%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (3.2%). Announcement • Aug 05
Keller Group plc Provides Earnings Guidance for the Year 2021 Keller Group plc provided earnings guidance for the year 2021. The Group's performance for the full year is now anticipated to be materially ahead of the Board's previous expectations, with a modest second half bias. Reported Earnings • Aug 04
First half 2021 earnings released: EPS UK£0.28 (vs UK£0.14 in 1H 2020) The company reported a decent first half result with improved earnings and profit margins, although revenues were weaker. First half 2021 results: Revenue: UK£984.1m (down 5.3% from 1H 2020). Net income: UK£20.6m (up 106% from 1H 2020). Profit margin: 2.1% (up from 1.0% in 1H 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Upcoming Dividend • May 27
Upcoming dividend of UK£0.23 per share Eligible shareholders must have bought the stock before 03 June 2021. Payment date: 25 June 2021. Trailing yield: 4.4%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.7%). Announcement • May 20
Keller Group plc Approves Final Dividend for the Year 2020 Keller Group plc approved to declare a final dividend of 23.3 pence per ordinary share for the year 2020, at its AGM held on 19 May 2021. Announcement • May 19
Keller Group plc Provides Earnings Guidance for the Full Year of 2021 Keller Group plc provided earnings guidance for the full year of 2021. The company expects full year profits to have the usual second half bias, and to reflect an increase in market confidence and trading momentum as the year progresses. The Board's expectations for the full year remain unchanged. Analyst Estimate Surprise Post Earnings • Mar 10
Revenue misses expectations Revenue missed analyst estimates by 2.6%. Over the next year, revenue is expected to shrink by 8.3% compared to a 11% growth forecast for the Construction industry in Germany. Reported Earnings • Mar 10
Full year 2020 earnings released: EPS UK£0.59 (vs UK£0.30 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: UK£2.06b (down 10% from FY 2019). Net income: UK£42.5m (up 99% from FY 2019). Profit margin: 2.1% (up from 0.9% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Feb 26
New 90-day high: €8.95 The company is up 26% from its price of €7.11 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is down 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.24 per share. Announcement • Feb 19
Keller VSL Joint Venture Wins £167 Million HS2 Contract Keller Group plc and VSL International announce their 50:50 joint venture (KVJV) has been awarded a £167 million contract to deliver geotechnical work as part of the C1 package on High Speed 2 (HS2) in the UK. The contract was awarded to KVJV by Align, a joint venture of three international infrastructure companies; Bouygues Travaux Publics SAS, a subsidiary of Bouygues Construction, Sir Robert McAlpine and VolkerFitzpatrick, a subsidiary of VolkerWessels UK, which is building the C1 section of the new high speed line between London and the West Midlands. This section consists of 21.6km of high-speed rail infrastructure, including a 3.4km viaduct and twin-bore 16km tunnels under the Chilterns. KVJV's scope of work is to construct the piled foundations for the viaducts, grouting works, retaining structures for four ventilation shafts, and ground improvement works for the execution of the tunnel cross passages. At peak of the production it will require 270 highly skilled people working on site drawing on their expertise in ground engineering and foundations (diaphragm walls, grouting, piling). KVJV has already completed supplementary site investigations and pile testing. The teams are currently working on advance works for the south portal of the tunnel that will be the entry point for the tunnel boring machines, and the first diaphragm wall for one of the ventilation shafts. Is New 90 Day High Low • Feb 03
New 90-day high: €8.80 The company is up 51% from its price of €5.83 on 05 November 2020. The German market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.21 per share. Is New 90 Day High Low • Dec 28
New 90-day high: €8.29 The company is up 27% from its price of €6.55 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Construction industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €6.61 per share. Valuation Update With 7 Day Price Move • Dec 28
Investor sentiment improved over the past week After last week's 17% share price gain to UK£8.29, the stock is trading at a trailing P/E ratio of 17.6x, up from the previous P/E ratio of 15x. This compares to an average P/E of 13x in the Construction industry in Europe. Total return to shareholders over the past three years is a loss of 11%. Is New 90 Day High Low • Oct 30
New 90-day low: €5.60 The company is down 8.0% from its price of €6.12 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Construction industry, which is down 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.63 per share. Announcement • Sep 08
DEUBIS Group acquired Wannenwetsch GmbH Hochdruckwassertechnik. DEUBIS Group acquired Wannenwetsch GmbH Hochdruckwassertechnik from Keller Group plc (LSE:KLR) on September 7, 2020. As a result of the transaction, the DEUBIS group will grow to more than 500 employees.
DEUBIS Group completed the acquisition of Wannenwetsch GmbH Hochdruckwassertechnik from Keller Group plc (LSE:KLR) on September 7, 2020. 
