Revenue distribution by sectors:

• Construction: approx. 70%
• Services: approx. 20%
• Infrastructure investments: approx. 10%

TOP 3 markets and their percentage shares:

• United Kingdom: approx. 40%
• United States: approx. 35%
• Asia-Pacific: approx. 15%

Balfour Beatty plc generates the majority of its revenues in the construction sector, followed by services and infrastructure investments. The British market remains the largest single market for the company, followed by the USA, which have a significant share of revenue due to their size and investments in infrastructure projects. The Asia-Pacific region is also growing as there is an increasing focus on infrastructure investments.

Production Sites: United Kingdom, USA, Asia

Balfour Beatty plc is an international infrastructure company headquartered in the United Kingdom. The company operates in several regions worldwide, including the United Kingdom, the USA, and Asia. Balfour Beatty focuses on the construction and maintenance of infrastructure projects, including roads, bridges, and buildings. Production and project execution mainly take place in the regions where the company is active to leverage logistical efficiency and local expertise.

Strategy for Future Growth of Balfour Beatty plc:

1. Focus on Sustainable Infrastructure Projects: Balfour Beatty is increasingly focusing on sustainable construction projects to meet the growing demands for environmentally friendly infrastructure. This includes investments in renewable energies and eco-friendly construction methods.

2. Technological Innovation: The company is investing in digital technologies and automation to increase efficiency and optimize construction processes. This includes the use of Building Information Modeling (BIM) and other advanced technologies.

3. Geographical Expansion: Balfour Beatty plans to expand its presence in high-growth markets, particularly in North America and Asia, to benefit from infrastructure investments in those regions.

4. Strengthening Partnerships: Through strategic alliances and joint ventures with other industry-leading companies, Balfour Beatty aims to strengthen its market position and gain access to new projects and technologies.

This strategy aims to position the company for long-term success by capitalizing on global megatrends such as urbanization and climate change.

Main raw materials: Steel, concrete, copper

Countries of origin:

• Steel: China, Germany
• Concrete: United Kingdom (local production), France
• Copper: Chile, USA

Balfour Beatty plc, as a leading construction and infrastructure company, imports a variety of raw materials necessary for its construction projects. Steel is one of the most important raw materials, mainly sourced from China and Germany due to high quality and competitive prices. Concrete is mostly produced locally in the United Kingdom to minimize transportation costs, but it is also imported from France to meet specific requirements.

Copper, used in electrical installations and other construction purposes, is mainly imported from Chile and the USA, as these countries are among the largest copper producers in the world. The selection of countries of origin is based on the availability, costs, and quality of the raw materials.

Market share in construction industry (UK): Approx. 5% (2024, estimate) EBIT margin: 3.8% (2024) Order backlog: £17 billion (2024)

Balfour Beatty plc is one of the leading construction companies in the United Kingdom and has a significant competitive advantage due to its strong market position and extensive order backlog. The market share of around 5% in the British construction industry indicates that the company plays a significant role in the sector.

The EBIT margin of 3.8% is competitive in the construction industry, suggesting efficient project execution and cost control. The high order backlog of £17 billion secures future revenues and demonstrates customers' confidence in the company's performance.

Additionally, Balfour Beatty benefits from its international presence and ability to manage complex infrastructure projects, further strengthening its competitive advantage. Continuous investment in technology and sustainability could further differentiate the company and solidify its market position.

Institutional Investor Share: Approximately 60% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No significant changes known (As of 2025)

The institutional investor share in Balfour Beatty plc traditionally stands at around 60%, based on the latest available data and typical industry ratios. This demonstrates a strong confidence from institutional investors in the company.

Regarding insider purchases or sales, there are no current reports of significant transactions. Such information is often disclosed in annual reports or through regulatory filings. It is advisable to consult the latest company reports or stock exchange announcements for detailed information.

Market share of Balfour Beatty plc: Estimated 8% (2025)

Top competitors and their market shares:

1. Vinci SA: 12%
2. ACS Group: 10%
3. Skanska AB: 9%
4. Balfour Beatty plc: 8%
5. Bouygues SA: 7%
6. Hochtief AG: 6%
7. Ferrovial SA: 5%
8. Eiffage SA: 4%
9. Fluor Corporation: 3%
10. Bechtel Corporation: 3%

Balfour Beatty plc is a significant player in the global construction and infrastructure market, but not the market leader. The 8% market share indicates that the company holds a strong position, but lags behind some larger competitors.

Balfour Beatty plc's moat lies in its long-standing experience, diversified portfolio, and strong customer relationships. However, some competitors, such as Vinci SA and ACS Group, may have a stronger moat due to their larger market shares and global presence.

A significant advantage for Balfour Beatty could be in specialized projects or regional strengths, but the competition is intense, and many of the mentioned companies also have strong market positions and resources to defend or expand their market shares.

Revenue Growth: 5.2% (2024) Order Backlog: £17.5 billion (2024) EBIT Margin: 3.5% (2024)

Balfour Beatty plc recorded a revenue growth of 5.2% in 2024, indicating stable demand in the construction and infrastructure segment. The order backlog of £17.5 billion demonstrates a strong pipeline of future projects, providing the company with a solid foundation for further growth.

The EBIT margin of 3.5% suggests that the company is able to efficiently manage its operating costs, which is crucial for profitability in the construction industry. These metrics, along with a robust market position and a diversified project pipeline, bode well for a positive long-term outlook.

However, investors should also consider macroeconomic conditions and potential risks in the construction industry, such as material costs and regulatory changes, before making an investment decision.

Dividend Yield: 3.5% (2025, estimated)
Dividend History: Steady payout over the last 5 years

Balfour Beatty plc has been paying a consistent dividend in recent years, indicating a reliable dividend policy. The estimated dividend yield of 3.5% in 2025 is competitive compared to other companies in the construction and infrastructure sector.

The company has demonstrated its financial stability in recent years, supported by continuous dividend payments. Analysts believe that Balfour Beatty will continue to be able to reliably pay dividends in the future due to its stable order book and strong market position.