Stock Markets March 24, 2026

Kingfisher posts 6% rise in adjusted pre-tax profit; £73m Castorama goodwill write-down clouds French recovery

Strong UK trading and share buyback offset by weak French performance and international charges as group issues conservative guidance

By Hana Yamamoto
Kingfisher posts 6% rise in adjusted pre-tax profit; £73m Castorama goodwill write-down clouds French recovery

Kingfisher reported a 6% increase in full-year adjusted pre-tax profit to £560 million, supported by B&Q and Screwfix growth, while taking a £73 million goodwill impairment at its Castorama France unit. The French market contraction and a series of international charges weighed on the outlook even as gross margin expanded and management approved a fresh £300 million buyback.

Key Points

  • Group adjusted pre-tax profit rose 6% to £560 million; statutory pre-tax profit increased 23% to £378 million.
  • A £73 million goodwill impairment was taken on Castorama France after the French DIY market fell about 3% and Castorama's retail profit margin was 2.5%, well under the 5%–7% target.
  • UK banners B&Q and Screwfix drove sales growth (up 4% and 4.5% respectively); e-commerce made up 21% of group sales and trade represented 30% of revenue.

Kingfisher Plc recorded a £73 million goodwill impairment linked to its French Castorama business as it disclosed full-year results showing a 6% rise in adjusted pre-tax profit to £560 million. The British home improvement group highlighted a mixed performance across markets, with stronger trading in the UK offset by a notably softer environment in France, its second-largest market.

France represents about 30% of Kingfisher's group sales, and the company said the DIY market in that country contracted by roughly 3% in the 12 months to Jan. 31. Castorama France delivered a retail profit margin of 2.5%, significantly below Kingfisher's stated medium-term target range of 5% to 7%. Management tied progress toward that target to "the pace of the market recovery." The company recorded a £73 million goodwill impairment against the Castorama unit as part of the annual results.

On a statutory basis, pre-tax profit rose 23% to £378 million. Adjusted earnings per share increased 14.9% to 23.8 pence. The group pointed to the performance of its UK banners as a primary driver of results: total sales for B&Q increased by 4% while Screwfix sales rose by 4.5%.

Combined retail profit in the UK and Ireland climbed to £575 million. Kingfisher noted that part of the year-on-year comparison was affected by the absence of a £33 million business rates refund that had benefited the prior year.

Group gross margin widened by 80 basis points to 38.1%. Free cash flow was broadly unchanged at £512 million. The group's leverage improved, with net debt to adjusted EBITDA declining to 1.4 times from 1.6 times.

The company also booked several non-operational charges in the year. It wrote down its 50% Turkish joint venture Koçtaş to nil, recognising a £19 million charge. Additionally, Kingfisher recorded a £31 million loss on the disposal of its Romanian business in May 2025; the sale generated gross proceeds of £53 million.

Kingfisher kept its full-year dividend flat at 12.40 pence per share. The company said this equates to a dividend cover of 1.9 times, below its target range of 2.25 to 2.75 times. At the same time, the board approved a new £300 million share buyback programme, the fourth such programme since September 2021, taking total buybacks to £1.2 billion.

Chief executive Thierry Garnier said the company delivered "profit growth of +13% when excluding last year’s business rates one-off and strong free cash flow." For the year ahead, Kingfisher provided guidance for adjusted pre-tax profit in a range of £565 million to £625 million and forecast free cash flow of £450 million to £510 million.

Digital and trade channels continued to form a material part of the group’s revenue mix. E-commerce sales accounted for 21% of total group sales, reaching £2.74 billion. Trade sales grew to £3.89 billion, representing 30% of revenue.


While the UK banners underpinned headline growth and margins expanded at a group level, the sizeable goodwill write-down in France and additional international charges underline the uneven recovery across Kingfisher's markets. Management has balanced shareholder returns through a dividend and fresh buybacks even as dividend cover sits below the company’s stated range.

Risks

  • Weakness in the French DIY market and the resulting Castorama impairment may continue to pressure margins and profitability in France - impacting retail and home improvement sector exposure to continental Europe.
  • Dividend cover at 1.9 times remains below Kingfisher's stated target range of 2.25 to 2.75 times, which could constrain future distribution policy if cover does not improve - relevant to income-focused equity investors.
  • International restructuring and disposals, including the write-down of the 50% Turkish joint venture (£19 million charge) and a £31 million loss on the Romanian disposal, create uncertainty for overseas operations and related cash flows.

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