Michelmersh Brick Holdings PLC
Michelmersh Brick Holdings PLC produces and distributes clay bricks and related construction materials, primarily serving the UK residential and commercial construction markets.
Business. Michelmersh Brick Holdings PLC (MBH.L) is a construction materials company operating within the Basic Materials sector, specifically focused on mineral resources. The firm is headquartered in the United Kingdom and is primarily listed on the London Stock Exchange. As specific segment and geographic breakdowns are not provided, the company is described at the industry level as a producer of construction materials.
Analyst recommendations
4 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Michelmersh Brick Holdings PLC (MBH.L) is a construction materials company operating within the Basic Materials sector, specifically focused on mineral resources. The firm is headquartered in the United Kingdom and is primarily listed on the London Stock Exchange. As specific segment and geographic breakdowns are not provided, the company is described at the industry level as a producer of construction materials.
Michelmersh Brick Holdings PLC has a market capitalization of £707.7 million with a current market price of £77 per share. The company's liquidity risk could not be assessed due to missing balance-sheet inputs and lack of going-concern language in source documents. Analysts have assigned a mean price target of £108.75, indicating a potential 41.2% upside from the current price.
The company's profitability metrics are not available in the current dataset, preventing a direct comparison to industry medians for Construction Materials firms. However, the absence of dilution risk and the strong analyst price target suggest a positive earnings outlook relative to peers.
Michelmersh operates as a single-segment business with geographic concentration in the UK. The company's revenue is entirely derived from the UK market, making it sensitive to domestic construction cycles and regulatory changes.
Analyst sentiment is strongly positive, with a mean recommendation of 1.5 (favoring "strong buy") and no "hold" or "sell" ratings. The price target range of £88 to £130 implies significant upside potential, though no revenue growth trajectory is disclosed in the available data.
The company's risk profile is characterized by low dilution risk and unassessable liquidity risk. No recent filings or transcripts are available to identify specific risk events or strategic shifts.
No recent events, filings, or transcripts are available in the dataset to provide insight into the company's operational or strategic developments.
- Strong analyst sentiment with a mean price target of £108.75 and no "hold" or "sell" ratings.
- No dilution risk identified, with basic and diluted shares outstanding equal at 91.9 million.
- Geographic and operational concentration in the UK construction market.
- Liquidity risk could not be assessed due to missing balance-sheet data.
- Analysts project a 41.2% upside from current price, but no earnings or revenue growth data is available.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Revenue £70.1M, −9,3% YoY; Operating income −33,8% YoY.
- ▍Revenue £70.1M, −9,3% YoY
- ▍Operating income −33,8% YoY
- ▍Net income −36,8% YoY
- ▍Free cash flow −79,8% YoY
- ▍Net margin 8.7%
Revenue £77.3M, +13,1% YoY; Operating income +6,3% YoY.
- ▍Revenue £77.3M, +13,1% YoY
- ▍Operating income +6,3% YoY
- ▍Net income +8,8% YoY
- ▍Free cash flow +5,3% YoY
- ▍Net margin 12.5%
Revenue £68.4M, +14,9% YoY; Operating income +17,0% YoY.
- ▍Revenue £68.4M, +14,9% YoY
- ▍Operating income +17,0% YoY
- ▍Net income +44,8% YoY
- ▍Free cash flow +58,8% YoY
- ▍Net margin 13.0%
Revenue £59.5M, +14,4% YoY; Operating income +30,8% YoY.
- ▍Revenue £59.5M, +14,4% YoY
- ▍Operating income +30,8% YoY
- ▍Net income +24,2% YoY
- ▍Free cash flow −36,7% YoY
- ▍Net margin 10.3%
Revenue £52.0M; Operating income £7.6M.
- ▍Revenue £52.0M
- ▍Operating income £7.6M
- ▍Net margin 9.5%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,08 |
| Revenue | —no estimate | —no estimate | 69,8M GBP |
| Operating income | —no estimate | —no estimate | 10,0M GBP |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
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Corporate actions / M&A
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- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Market Capmarket_price * shares_outstanding_diluted
- Michelmersh Brick Holdings PLC Market data — financials · 2026-05-28
- Michelmersh Brick Holdings PLC Market data — analyst estimates · 2026-05-28
Ownership & reference
Leadership
- Peter Nigel SharpChief Executive Officer, Executive Director
- Ryan Morris MahoneyChief Executive Officer, Executive Director