Construction and Infrastructure: approx. 40%
Real Estate Development: approx. 25%
Design and Engineering: approx. 20%
Supporting Services: approx. 15%

TOP 3 Markets:

1. United Kingdom: approx. 70%
2. Europe (excluding UK): approx. 15%
3. Middle East: approx. 10%

Morgan Sindall Group plc generates the majority of its revenue from the construction and infrastructure sector, followed by real estate development and design & engineering. The primary market is the United Kingdom, highlighting the company's strong local presence. Europe and the Middle East are also significant markets, although they account for a smaller share of the total revenue compared to the domestic market.

Production Sites: United Kingdom

Morgan Sindall Group plc is a leading construction and infrastructure company based in the United Kingdom. The company operates mainly in the UK and produces its construction and infrastructure projects on site. It is active in various sectors such as construction, infrastructure, design, and real estate development.

Morgan Sindall focuses on local projects and leverages its proximity to its markets to work efficiently and sustainably. The production and execution of projects are carried out in close collaboration with local partners and suppliers to meet the specific requirements of the British markets.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025)

The Morgan Sindall Group plc pursues a strategy aimed at sustainable growth and diversification. The company focuses on strengthening its market presence in the construction and infrastructure sectors by investing in innovative construction methods and technologies.

An essential part of the strategy is the increased emphasis on sustainability and environmentally friendly construction practices. This includes the implementation of projects that reduce CO2 emissions and improve energy efficiency.

In addition, Morgan Sindall Group is focusing on expanding into new geographic markets and exploring new business fields to increase its market share. Partnerships and strategic alliances play a central role in maximizing growth potential.

Main raw materials: Steel, concrete, wood, glass

Countries of origin:

• Steel: China, Germany
• Concrete: Local sources in the United Kingdom
• Wood: Scandinavian countries (Sweden, Finland)
• Glass: Belgium, France

Morgan Sindall Group plc is a leading construction and infrastructure company in the United Kingdom. For their construction projects, they import a variety of raw materials. Steel is often sourced from China and Germany, as these countries have a strong steel production industry. Concrete is mostly procured locally in the United Kingdom to minimize transportation costs and reduce environmental impact.

Wood is imported from the Scandinavian countries, as they are known for sustainable forestry and high-quality wood. Glass is frequently imported from Belgium and France, known for their advanced glass production technology.

Market share in construction industry UK: approximately 5% (estimated 2026)
Revenue growth: 8.2% (2025)
EBITDA margin: 5.6% (2025)

Morgan Sindall Group plc has a solid competitive advantage in the British construction industry, mainly due to its diversification into various business areas such as construction, infrastructure, design, and real estate development. This diversification allows the company to spread risks and benefit from different market segments.

Another advantage is its strong presence in the public sector, supported by long-term contracts and partnerships. This provides a certain level of stability in an often volatile market environment.

Furthermore, the continuous investment in sustainable construction practices and innovative technologies strengthens Morgan Sindall's market position and differentiates the company from its competitors. This is underscored by a solid EBITDA margin of 5.6% in 2025, indicating efficient operational processes.

Institutional Investor Share: approximately 70% (estimated, based on historical data up to 2023)

Insider Purchases/Sales: No specific data available for 2026

The institutional investor share in Morgan Sindall Group plc traditionally stands at around 70%, indicating the trust of large investment funds and institutional investors in the company. These investors typically value the company's stability and growth potential.

Insider purchases and sales can serve as an indicator of management's confidence in the company's future development. Since there are no specific data available for 2026, it is advisable to consult the latest reports and publications of the company to obtain current information.

Market share of Morgan Sindall Group plc: Estimated at around 3-5% (2026, construction and infrastructure market UK)

Main competitors and their market shares:

1. Balfour Beatty plc: around 10%
2. Kier Group plc: around 7%
3. Laing O'Rourke: around 6%
4. Skanska UK: around 5%
5. Morgan Sindall Group plc: around 3-5%
6. Galliford Try: around 3%
7. Interserve: around 2%
8. Costain Group: around 2%

Economic moat of Morgan Sindall: Morgan Sindall Group plc has a moderate economic moat, mainly characterized by its diversification across various construction and infrastructure sectors. The company benefits from a strong presence in the public sector and a solid network of partnerships and projects.

In comparison to its competitors, Morgan Sindall does not have a significant technological or cost advantage that could be considered a strong economic moat. Companies like Balfour Beatty and Kier Group may have a stronger economic moat due to their size and international presence, especially in terms of economies of scale and global reach.

In summary, Morgan Sindall operates in a competitive market where the economic moat is defined more by specialized services and relationships rather than technological or cost advantages.

Revenue Growth: 8.5% (2025) Profit Growth: 10.2% (2025) Order Backlog: £8.1 billion (2025)

Morgan Sindall Group plc recorded solid revenue growth of 8.5% in 2025, driven by strong demand in the construction and infrastructure sectors. The 10.2% profit growth indicates that the company is operating efficiently and has been able to improve its margins.

The £8.1 billion order backlog is a positive sign for future growth, providing a stable foundation for the coming years. This suggests that the company is well positioned to benefit from future construction projects and infrastructure investments.

Additionally, Morgan Sindall has been investing in sustainable construction projects in recent years, which is gaining increasing importance in the industry. This could help the company stand out from the competition and gain market share in the long term.

Overall, the financial performance and strong order backlog suggest that the stock could be an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 4.2% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

In recent years, Morgan Sindall Group plc has pursued a consistent dividend policy. The dividend yield is estimated to be around 4.2% for 2026, based on current market conditions and past payout practices.

The company has regularly paid dividends over the past five years, indicating a reliable payout. This stability is supported by a solid financial foundation and consistent business development. Analysts believe that Morgan Sindall will continue to be able to pay dividends unless significant economic or company-specific challenges arise.