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Sparks commentary - Severfield

Industrials

Sparks - Severfield

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Severfield (LON: SFR) – Headwinds still blowing
Published by Andy Murphy

Severfield’s markets have remained ‘challenging’ in the period since the interims, with pricing remaining tighter for longer than expected and clients cancelling or deferring decisions. However, the order book remains elevated, but slipped from £410m (£307m for delivery in next 12 months) on 1 November 2024 to £403m (£281m for delivery within 12 months) by 1 February 2025. FY25 profit guidance has been reduced to £18–20m, with a knock-on effect into FY26, while orders are already being taken for FY27, suggesting some confidence further out.

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