OSB Group Plc

LSE:OSB Stock Report

Market Cap: UK£1.8b

OSB Group Future Growth

Future criteria checks 2/6

OSB Group is forecast to grow earnings and revenue by 6% and 5.4% per annum respectively. EPS is expected to grow by 9.6% per annum. Return on equity is forecast to be 14.3% in 3 years.

Key information

6.0%

Earnings growth rate

9.56%

EPS growth rate

Diversified Financial earnings growth18.7%
Revenue growth rate5.4%
Future return on equity14.33%
Analyst coverage

Good

Last updated11 May 2026

Recent future growth updates

Recent updates

Narrative Update Jun 12

OSB: Stable Cash Generation And Buybacks Will Support Bullish Outlook

Analysts have kept their fair value estimate for OSB Group steady at £6.78, with a slightly lower discount rate and essentially unchanged assumptions for revenue growth, profit margins and future P/E. Together, these factors support an unchanged overall price target narrative.
Narrative Update May 29

OSB: Share Buybacks And Rising Dividends Will Support Bullish Outlook

Analysts have slightly adjusted their price target for OSB Group to around £6.78 from about £6.86, reflecting updated assumptions on the discount rate, revenue growth, profit margins and future P/E. What's in the News OSB Group has announced a share repurchase program of up to £100 million under a non discretionary agreement with Jefferies International Limited, with repurchased shares set to be cancelled and the program running until 6 March 2027 (Key Developments).
Narrative Update Apr 27

OSB: Higher Price Objective And Dividend Outlook Will Support Bullish Stance

Analysts have raised their price target on OSB Group to £7.30 from £6.20. This reflects updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E multiples.
Narrative Update Apr 12

OSB: Higher Price Objective And Dividend Plan Will Support Constructive Stance

Analysts have raised their price target on OSB Group to £7.30 from £6.20, reflecting updated views on the stock's risk profile and earnings potential that are incorporated into the revised valuation inputs. Analyst Commentary Bullish Takeaways Bullish analysts see the revised £7.30 price target as better aligned with their updated view of OSB Group’s earnings profile and risk assumptions, which feeds directly into their valuation models.
Narrative Update Mar 29

OSB: Lower Discount Rate And Dividend Policy Will Support Constructive Stance

OSB Group's updated analyst price target reflects a recalibration to £6.83 from £6.97, with analysts pointing to refreshed views on fair value, discount rate and earnings assumptions following mixed recent research that included a target lift to £7.30 and a downgrade from another firm. Analyst Commentary Recent research on OSB Group highlights a split in views, with some analysts lifting price targets while others are more cautious on the shares.
Narrative Update Mar 11

OSB: Lower Risk Assumptions Will Support Constructive Stance Despite Recent Downgrade

Analysts have raised their price target on OSB Group to £7.30 from £6.20, citing updated assumptions around fair value, discount rates, revenue growth, profit margins and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the higher £7.30 price target as more aligned with their updated assumptions on fair value, suggesting they view the current valuation as not fully reflecting their expectations on the business.
Narrative Update Feb 24

OSB: Rebased Risk Assumptions Will Support A Constructive Post Downgrade Outlook

Analysts have revised their price target on OSB Group to £6.76, citing a slightly higher expected future P/E multiple and updated risk assumptions following recent research, including the Deutsche Bank downgrade. Analyst Commentary Recent research on OSB Group has led analysts to re-examine both the earnings outlook and the risk profile, which feeds directly into the updated £6.76 price target.
Narrative Update Feb 10

OSB: Refined Earnings Assumptions Will Support A Constructive Post Downgrade Outlook

Analysts have nudged their average price target on OSB Group higher to about £6.76 from roughly £6.67. This reflects updated views on fair value, discount rate assumptions and projected margins after the latest research, including a recent downgrade at Deutsche Bank that has prompted closer scrutiny of the shares.
Narrative Update Jan 27

OSB: Leadership Transition And Discount-Rate Caution Will Shape A Balanced Outlook

Analysts have trimmed their price target on OSB Group to £6.67 from £6.66, citing slightly higher assumed discount rates along with modestly adjusted revenue growth, profit margin and future P/E assumptions in their updated models. Analyst Commentary Recent commentary around OSB Group reflects a mix of optimism about the business model and caution about execution and valuation, especially in light of the trimmed price target to £6.67 and the downgrade by Deutsche Bank.
Narrative Update Jan 12

OSB: Leadership Transition And Stable Margins Will Guide A Measured Outlook

Analysts have nudged their fair value estimate for OSB Group higher to £6.66 from £6.49, reflecting updated assumptions around discount rates, revenue growth, profit margins and a modestly higher future P/E of 9.71. What's in the News OSB Group said CEO Andy Golding plans to retire from his role by 31 December 2026, giving the market a clear timeframe for leadership transition (Key Developments).
Narrative Update Dec 26

OSB: Leadership Transition And Margins Will Shape A Measured Future Outlook

Narrative Update on OSB Group Analysts have nudged their price target on OSB Group higher by approximately £0.20, reflecting slightly stronger anticipated revenue growth, modestly improved profit margins, and a marginally lower discount rate in their valuation models. What's in the News CEO Andy Golding has notified the Board of his intention to retire from his role by 31 December 2026.
Narrative Update Dec 11

OSB: Leadership Transition Will Shape Outlook Amid Stable Earnings Expectations

Analysts have nudged their price target for OSB Group modestly higher, from £6.10 to £6.29. This reflects slightly lower perceived risk and a marginally richer valuation multiple, while growth and margin assumptions remain broadly unchanged.
Narrative Update Sep 04

Digital Transformation And UK Housing Demand Will Expand Horizons

The slight increase in OSB Group’s Future P/E multiple alongside steady revenue growth forecasts underpins the marginal uplift in the consensus analyst price target from £5.99 to £6.10. What's in the News Board declared an interim dividend of 11.2 pence per share for H1 2025, in line with its policy of one-third of the prior year's total dividend.
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New Narrative Mar 16

Technology Investments And Positive Housing Outlook Will Support Future Profitability

Investment in technology and operational efficiencies could enhance growth through improved cost management and operational leverage, boosting future earnings.
Analysis Article Aug 13

OSB Group (LON:OSB) Is Increasing Its Dividend To £0.102

The board of OSB Group Plc ( LON:OSB ) has announced that it will be paying its dividend of £0.102 on the 20th of...
Analysis Article Aug 10

Does OSB Group (LON:OSB) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Apr 23

Do OSB Group's (LON:OSB) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Mar 19

OSB Group's (LON:OSB) Upcoming Dividend Will Be Larger Than Last Year's

The board of OSB Group Plc ( LON:OSB ) has announced that it will be paying its dividend of £0.335 on the 17th of May...
Analysis Article Dec 15

Do OSB Group's (LON:OSB) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Aug 14

OSB Group's (LON:OSB) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of OSB Group Plc ( LON:OSB ) has announced that it will be increasing its dividend by 78% on the 21st of...
Analysis Article Jul 24

Should You Be Adding OSB Group (LON:OSB) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Analysis Article Apr 25

Is Now The Time To Put OSB Group (LON:OSB) On Your Watchlist?

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Analysis Article Jan 13

I Ran A Stock Scan For Earnings Growth And OSB Group (LON:OSB) Passed With Ease

It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Analysis Article Sep 28

Here's Why I Think OSB Group (LON:OSB) Might Deserve Your Attention Today

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...

Earnings and Revenue Growth Forecasts

LSE:OSB - Analysts future estimates and past financials data (GBP Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2028784329N/AN/A7
12/31/2027733299N/AN/A7
12/31/2026693276N/AN/A7
12/31/2025655276-594-561N/A
9/30/2025645269-236-201N/A
6/30/2025635263122159N/A
3/31/2025657281289330N/A
12/31/2024679299457500N/A
9/30/2024734346-403-364N/A
6/30/2024789393-1,263-1,228N/A
3/31/2024699333-1,592-1,562N/A
12/31/2023610274-1,922-1,896N/A
9/30/2023590260-2,044-2,020N/A
6/30/2023571247-2,166-2,144N/A
3/31/2023658324-1,997-1,981N/A
12/31/2022745401-1,829-1,817N/A
9/30/2022718396-1,202-1,194N/A
6/30/2022690391-576-570N/A
3/31/2022662366-936-929N/A
12/31/2021634341-1,295-1,288N/A
9/30/2021593310-1,324-1,317N/A
6/30/2021552280-1,353-1,345N/A
3/31/2021495236-1,539-1,532N/A
12/31/2020437191-1,725-1,718N/A
9/30/2020413175-2,165-2,159N/A
6/30/2020389160-2,606-2,601N/A
3/31/2020362157-2,386-2,378N/A
12/31/2019335153-2,166-2,155N/A
9/30/2019308142N/A-1,200N/A
6/30/2019282131N/A-245N/A
3/31/2019277133N/A-166N/A
12/31/2018273136N/A-86N/A
9/30/2018263134N/A-735N/A
6/30/2018253133N/A-1,384N/A
3/31/2018243128N/A-1,296N/A
12/31/2017234124N/A-1,209N/A
9/30/2017222115N/A-1,109N/A
6/30/2017210105N/A-1,009N/A
3/31/2017219113N/A-959N/A
12/31/2016227120N/A-910N/A
9/30/2016217120N/A-918N/A
6/30/2016207120N/A-925N/A
3/31/2016179101N/A-1,018N/A
12/31/201515283N/A-1,111N/A
9/30/201514175N/A-1,094N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: OSB's forecast earnings growth (6% per year) is above the savings rate (3.4%).

Earnings vs Market: OSB's earnings (6% per year) are forecast to grow slower than the UK market (11.4% per year).

High Growth Earnings: OSB's earnings are forecast to grow, but not significantly.

Revenue vs Market: OSB's revenue (5.4% per year) is forecast to grow faster than the UK market (4.7% per year).

High Growth Revenue: OSB's revenue (5.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: OSB's Return on Equity is forecast to be low in 3 years time (14.3%).


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/03 21:38
End of Day Share Price 2026/07/03 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

OSB Group Plc is covered by 23 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Grace DarganBarclays
Daniel GarrodBarclays
Peter RichardsonBerenberg