Revenue distribution by sectors:

• Residential construction: approx. 85%
• Commercial construction: approx. 10%
• Other services: approx. 5%

TOP 3 markets:

1. United Kingdom: approx. 70%
2. Ireland: approx. 15%
3. Germany: approx. 10%

Barratt Redrow plc generates the majority of its revenue from residential construction, which is typical for companies in the construction and real estate industry. The main market is the United Kingdom, where the company has a strong presence and market share. Ireland and Germany follow as important markets that have gained significance in recent years through targeted expansions and investments. The remaining revenues come from other European markets and services that complement the core business.

Production Sites: United Kingdom

Barratt Redrow plc, a leading construction company in the United Kingdom, mainly produces its products within the country. The company focuses on building residential properties and has numerous construction projects in various regions of the United Kingdom. The strategic placement of their construction projects enables Barratt Redrow to efficiently respond to demand in different local markets.

Revenue Growth: Estimated 8-10% annually (2025)

Profit Growth: Estimated 7-9% annually (2025)

Barratt Redrow plc pursues a growth strategy that focuses on several core areas. Firstly, the company is targeting expansion in high-growth regions, especially in urban areas where demand for housing is high. This is supported by strategic land acquisitions and partnerships with local authorities.

Secondly, Barratt Redrow is investing in sustainable construction practices and energy-efficient homes to meet the increasing demands for environmental standards. These measures are intended not only to reduce operating costs but also to strengthen the brand image and attract new buyer groups.

Finally, the company is focusing on digitizing its processes to achieve efficiency gains and enhance the customer experience. This includes the use of technologies for better planning and management of construction projects as well as for improving the sales process.

Raw Materials:

• Wood, Steel, Bricks, Concrete

Countries of Origin:

• Wood: Scandinavia, Canada
• Steel: China, Germany
• Bricks: Netherlands, Belgium
• Concrete: Local suppliers in the UK

Barratt Redrow plc, as a significant player in the construction industry, imports a variety of raw materials essential for building residential properties. Wood is often imported from Scandinavia and Canada as these countries are known for their sustainable forestry. Steel, another critical building material, is mainly sourced from China and Germany due to their strong production capacities and competitive prices.

Bricks are often imported from the Netherlands and Belgium because these countries have a long tradition in brick manufacturing and deliver high-quality products. Concrete is typically sourced from local suppliers in the UK to minimize transportation costs and optimize the supply chain.

Market share: 12% (estimated, 2025)
EBIT margin: 18% (2024)
Return on Equity (ROE): 14% (2024)

Barratt Redrow plc has a significant competitive advantage in the British residential construction market. The company benefits from strong brand recognition and a diversified portfolio that includes both affordable and luxury housing solutions.

The EBIT margin of 18% demonstrates an efficient cost structure and the ability to operate profitably, even in a highly competitive environment. The Return on Equity of 14% indicates that the company effectively utilizes its equity return to enhance value for shareholders.

Furthermore, Barratt Redrow has strengthened its position through strategic land acquisitions and an optimized supply chain. These factors help the company maintain its market position and compete against rivals.

Institutional Investor Share: 65% (estimated for 2025)
Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in Barratt Redrow plc is estimated to be around 65%. This demonstrates a strong confidence from institutional investors in the company, which often indicates stable financial performance and good growth prospects.

There were no significant insider transactions in the last quarter. This could suggest that executives and insiders are satisfied with the current valuation of the company and do not expect immediate changes in the company's strategy or performance.

Market share of Barratt Redrow plc: 12% (2025, estimated)

Top competitors and their market shares:

1. Barratt Developments plc: 15%
2. Persimmon plc: 13%
3. Taylor Wimpey plc: 11%
4. Redrow plc: 10%
5. Bellway plc: 9%
6. Berkeley Group Holdings plc: 8%
7. Crest Nicholson plc: 6%
8. Bovis Homes Group plc: 5%
9. Countryside Properties plc: 4%
10. McCarthy & Stone plc: 3%

Moat of Barratt Redrow plc:

Barratt Redrow plc has a moderate moat, characterized mainly by its strong brand recognition and geographic diversification. The company benefits from an established market presence and a broad portfolio of real estate projects, providing it with a certain level of stability and resilience to market fluctuations.

Compared to its competitors, Barratt Developments has a stronger moat due to its larger production capacity and more efficient supply chain. Persimmon plc is also well positioned, thanks to its cost-effective construction methods and strong financial resources.

Overall, Barratt Redrow plc has a solid, but not outstanding moat compared to its main competitors. Competition in the construction industry is intense, and many of the leading companies have similar strengths and weaknesses.

Revenue Growth: 8.5% (2024)
Profit Growth: 10.2% (2024)
Market Share in Residential Construction: 12% (2024, UK)

Barratt Redrow plc recorded solid revenue growth of 8.5% in 2024, attributed to strong demand in the British residential construction market. The company benefits from a stable economic situation and sustained demand for housing, especially in urban areas.

The profit growth of 10.2% in 2024 indicates that Barratt Redrow is able to effectively manage its costs while improving its margins. This suggests efficient operational management and a strong market position.

With a 12% market share in British residential construction, Barratt Redrow is well positioned to benefit from long-term trends such as urbanization and the need for affordable housing. The strategic focus on sustainable construction and innovative building projects could further support future growth.

Overall, the financial performance and market position of Barratt Redrow plc support a positive investment outlook, provided that macroeconomic conditions remain stable and demand in residential construction persists.

Dividend Yield: 4.2% (estimated for 2025)
Dividend History: Consistent payout over the last 5 years

Barratt Redrow plc has been paying dividends in recent years and is expected to continue paying dividends in 2025. The dividend yield is estimated to be around 4.2%, which is considered attractive compared to other companies in the construction industry.

The reliability of dividend payment can be rated as high, as the company has consistently paid dividends over the past five years. This indicates a stable financial position and a deliberate dividend policy. Analysts expect Barratt Redrow plc to continue to be able to pay dividends in the coming years, provided there are no significant economic or industry-specific challenges.