Stock Markets February 2, 2026

Churchill China posts £76m sales for 2025, profit guidance in line with market view

Manufacturer reports steady second-half trading, stronger European and U.S. performance, and year-end cash build

By Ajmal Hussain CHH
Churchill China posts £76m sales for 2025, profit guidance in line with market view
CHH

Churchill China PLC reported annual turnover of around £76 million for 2025 and indicated profit before tax is expected to match market expectations of £6 million. The company said second-half trading met guidance, European sales improved versus the prior year, U.S. operations finished ahead of 2024, and year-end cash rose to £10.8 million. The materials division delivered good results despite lower sector volumes, though a key UK customer shifting to direct sourcing will affect future revenue.

Key Points

  • Turnover for 2025 around A376 million; profit before tax expected to meet market estimates of A36 million.
  • Second-half trading met expectations with stronger European late-year trading and U.S. operations finishing ahead of 2024.
  • Year-end cash position improved to A310.8 million; materials division performed well but will lose revenue from one UK customer sourcing directly.

Churchill China PLC reported full-year sales of approximately A376 million for 2025 and said profit before tax is expected to be in line with market expectations of A36 million. Management confirmed trading in the second half of the financial year met expectations.

European activity in the latter half of the year outpaced the same period in 2024, with the region finishing broadly level with 2024 on an overall basis. The company highlighted that its sales and marketing initiatives in Europe are generating positive results.

In the UK, Churchill remains the market leader, although it said end users faced challenging macroeconomic conditions throughout the year. The business recorded an encouraging pre-Christmas period as pub groups invested ahead of the holiday season, and the order pipeline at year-end was above the prior year level.

U.S. operations ended the year ahead of 2024 despite the dollar weakening during the period. In contrast, the Rest of the World segment was softer, with a number of large projects deferred into future periods, reducing near-term revenues in that geography.

The materials division performed well despite lower volumes across the sector. Churchill cautioned, however, that a significant UK customer has chosen to source materials directly, a decision that will reduce future materials revenue. The company said it expects to take mitigating actions to limit the impact on profitability.

Balance-sheet metrics improved during the year, with a closing cash balance of A310.8 million, higher than the opening cash position.


Operational context

  • Second-half trading met company expectations.
  • European sales gained versus the prior-year second half; year-end European performance was broadly in line with 2024.
  • U.S. activity finished ahead of the prior year despite currency headwinds.

Financial highlights

  • Reported turnover for 2025: approximately A376 million.
  • Profit before tax expected to be around A36 million, aligned with market expectations.
  • Year-end cash balance: A310.8 million, up from the opening position.

The company statement points to a mix of geographic outcomes and business-line dynamics: solid domestic leadership, improving European trade driven by sales and marketing efforts, resilience in the U.S. despite currency movement, and project timing pressures in other global markets. Management also flagged a specific customer decision in the materials side that will reduce future revenue but said actions are planned to mitigate profit impact.

Risks

  • End users faced challenging macroeconomic conditions during the year, which could continue to pressure the hospitality sector and related suppliers.
  • Several large projects in Rest of the World were delayed to future periods, creating uncertainty around near-term revenue for international segments.
  • A key UK customer in the materials division has chosen to source materials directly, which will reduce future materials revenue and could affect margins if mitigation is insufficient.

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