Water and wastewater services: about 90%
Regulated business segments: about 10%

United Utilities Group PLC generates the majority of its revenue from providing water and wastewater services. These services are heavily regulated and account for approximately 90% of total income.

TOP 3 markets:

1. United Kingdom: about 95%
2. International markets: about 3%
3. Other services: about 2%

United Utilities' primary market is the United Kingdom, where the company generates the majority of its revenue. International markets and other services contribute only a small portion to the total income. The focus on the British market is typical for utility companies operating in heavily regulated environments.

Production Sites: Northwest England

United Utilities Group PLC is a utility company that primarily operates in the water and wastewater treatment sector. The company provides its services and infrastructure mainly in Northwest England. It does not produce physical products in the traditional sense, but offers services in the field of water supply and wastewater treatment. The infrastructure and facilities for water treatment and distribution, as well as wastewater treatment, are located in this region.

Growth Strategy: Diversification and Sustainability

United Utilities Group PLC pursues a strategy that is strongly focused on sustainability and diversification. The company plans to increase its investments in environmentally friendly technologies and infrastructure projects to enhance efficiency and reduce environmental impact.

Another key focus is on digitizing operational processes to improve efficiency and lower operating costs. By leveraging smart technologies, United Utilities aims to minimize water losses and enhance customer satisfaction.

Additionally, the company is targeting the exploration of new markets and services, particularly in the field of water treatment and reuse, to tap into new revenue streams and drive growth.

Main raw materials: Chemicals for water treatment, pipe materials, energy

Countries of origin:

• Chemicals: Germany, Netherlands
• Pipe materials: China, India
• Energy: United Kingdom (local sources), Norway (natural gas)

United Utilities Group PLC is a leading British water supply company. The main raw materials imported by the company include chemicals for water treatment, such as chlorine and flocculants, as well as materials for the maintenance and expansion of water infrastructure, especially pipe materials.

Chemicals are often sourced from European countries such as Germany and the Netherlands, known for their chemical industry. Pipe materials are frequently imported from Asian countries like China and India, which offer cost-effective production options.

Energy is a significant component of United Utilities' operating costs. While much of the energy is sourced locally in the United Kingdom, natural gas is also imported from Norway to ensure supply security.

Market share in the water sector UK: approx. 18% (2023)
EBITDA margin: 57% (2023)
Credit rating: A- (2023, Standard & Poor's)

United Utilities Group PLC is one of the leading water suppliers in the United Kingdom and holds a significant market share of about 18% in the water sector. This gives the company a strong competitive advantage, especially in the Northwest England region where it operates as the main provider.

The EBITDA margin of 57% demonstrates high efficiency and profitability in the operational business, indicating effective cost control and stable revenue sources. This financial strength is supported by a solid credit rating of A-, reflecting investors' confidence in the long-term stability of the company.

In addition, United Utilities benefits from regulatory frameworks that enable stable and predictable revenues. Continuous investments in infrastructure and technological innovations further strengthen the company's position and contribute to a sustainable competitive advantage.

Institutional Investor Share: approx. 70% (estimate based on historical data)

Insider Buys/Sells: No significant transactions known in the last year

The institutional investor share in United Utilities Group PLC traditionally stands at around 70%, indicating the trust of large investment funds and institutional investors in the company's stability and growth potential.

In 2025, there were no significant insider buys or sells, suggesting a stable assessment of the company's value by management and other insiders. Such transactions could serve as an indicator of management's expectations regarding the company's future development.

Market share of United Utilities Group PLC: Estimate: approx. 15% (2025, UK water and wastewater market)

Main competitors and their estimated market shares:

1. Thames Water: approx. 20%
2. Severn Trent: approx. 18%
3. United Utilities Group PLC: approx. 15%
4. Anglian Water: approx. 14%
5. Yorkshire Water: approx. 12%
6. Southern Water: approx. 10%
7. Scottish Water: approx. 8%
8. Welsh Water (Dŵr Cymru): approx. 3%

Moat of United Utilities:

United Utilities Group PLC has a significant moat due to its geographical location and established infrastructure in the Northwest of England. This region is densely populated and provides a stable customer base. The regulatory framework in the UK, which promotes long-term investments and stable returns, also contributes to a stable business model.

Compared to competitors, Thames Water has the largest market share and a strong moat due to its presence in London and the surrounding region, which is one of the most densely populated areas. Severn Trent also benefits from a large geographical coverage and a diversified customer base.

Overall, United Utilities has a solid moat, but Thames Water and Severn Trent are slightly better positioned due to their market size and geographical advantages. Nevertheless, United Utilities remains a significant player with a stable market position.

Revenue Growth: 3.5% (2024) Profit Growth: 4.2% (2024) Dividend Yield: 4.8% (2024)

United Utilities Group PLC shows moderate revenue and profit growth, driven by stable demand in the utilities sector. The company benefits from a robust infrastructure and a strong market position in the UK water market.

The dividend yield of 4.8% is attractive to investors seeking stable returns. United Utilities has a history of reliable dividend payments, making it a potentially good choice for income-oriented investors.

Future investments in infrastructure and technological improvements could further support growth. However, investors should also keep an eye on regulatory risks and potential changes in environmental legislation that could impact the utilities sector.

Dividend Yield: Approx. 4.5% (estimated for 2025)
Dividend History: Consistent payouts in recent years

United Utilities Group PLC is known for its consistent dividend policy. The company has regularly distributed dividends in recent years, indicating a reliable payout. The dividend yield of about 4.5% is competitive in the utility sector and reflects the company's stable earnings power.

The reliability of the dividend is supported by United Utilities' stable cash flows and strong market position. Therefore, investors can expect regular payouts in the future as long as significant negative market changes do not occur.