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Renew

June 2025

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

  • Epic Code:
  • RNWH
  • Price:
  • 820p
As I predicted last month, chief executive Paul Scott struck a confident tone when Renew released its interim results, backing the group’s ability to steer through rail sector headwinds and meet its revised full-year expectations. In the end, Renew posted a solid 3% revenue increase to £569.3m in H1 25, with adjusted operating profit holding steady year-on-year at £32m. While the company doesn’t split out Rail as a separate segment, Scott estimates it lost around £40m in high-margin revenue during the period due to delays and deferrals in certain projects tied to the Control Period 7 (CP7) investment cycle. That said, the essential nature of this infrastructure work means a rebound is likely. In the meantime, Renew is seeing growi ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

All material on this website is protected by copyright. You may use Information retrieved from the www.scsw.co.uk website for your own personal non-commercial use which means that you may not sell or copy this information to any third party without prior written consent. ISSN 1358-183X

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