CALEDONIA INVESTMENTS PLC financials

CALEDONIA INVESTMENTS PLC

Country: GB Reporting currency: GBP Latest annual report: 2026-03-31
LEI: 2138002FX1MYCA5ZZH32
Source filing ↗
Financial statements (GBP, as reported — unscaled; 73 line items across 2 annual periods)
Line item 20262025
Income statement
Revenue £166.0M£96.6M
Other income £1.5M£1.3M
Finance costs £2.7M£3.5M
Profit before tax £136.1M£66.8M
Income tax expense £900.0K£700.0K
Profit for the year £135.2M£66.1M
Total comprehensive income £135.1M£66.9M
Per share
Basic EPS £0.26£0.12
Diluted EPS £0.26£0.12
Free cash flow / share £0.07£0.03
Cash flow statement
Net cash from operating activities £37.5M£17.9M
Net cash from investing activities -£6.0M£16.7M
Purchase of PP&E (capex) £200.0K£1.8M
Net cash from financing activities -£92.4M-£109.8M
Dividends paid £47.4M£38.4M
Net change in cash -£60.9M-£75.2M
Balance sheet
Total assets £3.00B£2.96B
Non-current assets £2.61B£2.79B
Property, plant & equipment £24.9M£25.3M
Current assets £381.2M£165.8M
Trade & other receivables £8.7M£10.3M
Cash & equivalents £90.0M£151.3M
Total equity £2.98B£2.93B
Non-current liabilities £5.7M£6.3M
Current liabilities £9.9M£20.1M
Trade & other payables £5.8M£16.4M
Deferred tax liabilities £1.9M£1.5M
Derived metrics
Free cash flow £37.3M£16.1M
Net margin 81.4%68.4%
Return on equity 4.5%2.3%
Cash conversion ratio 0.28×0.27×
Capex coverage 187.50×9.94×
Other reported items
Cancellation of Treasury Shares £34.8M£62.7M
Capital Redemption Reserve £1.5M£1.5M
Capital Reserve £2.75B£2.69B
Cash Receipts From Repayment of Advances and Loans Made To Other Parties Classified As Investing Activities £0£0
Current Assets Other Than Assets Or Disposal Groups Classified As Held For Sale Or As Held For Distribution To Owners £279.3M£0
Current Recognised Liabilities Defined Benefit Plan £4.1M£3.7M
Current Tax Assets £3.2M£4.2M
Deferred Tax Assets £4.0M£5.3M
Dividends Paid To Equity Holders of Parent Classified As Financing Activities £47.4M£38.4M
Dividends Proposed Or Declared Before Financial Statements Authorised For Issue But Not Recognised As Distribution To Owners Per Share £0.04£0.02
Dividends Received Classified As Operating Activities £58.7M£38.5M
Dividends Recognised As Distributions To Owners Per Share £0.09£0.07
Effect of Exchange Rate Changes On Cash and Cash Equivalents -£400.0K-£900.0K
Gains Losses On Exchange Differences On Translation Recognised In Profit Or Loss -£200.0K-£1.3M
Income Tax Relating To Components of Other Comprehensive Income That Will Not Be Reclassified To Profit Or Loss -£700.0K-£500.0K
Increase Decrease Through Sharebased Payment Transactions £3.6M£4.5M
Increase Decrease Through Transactions With Owners -£86.7M-£100.6M
Interest Income On Cash and Bank Balances At Central Banks £3.7M£9.9M
Interest Paid Classified As Financing Activities £2.1M£3.7M
Interest Received Classified As Operating Activities £4.2M£9.9M
Investment Income £71.8M£52.7M
Investment Property £12.6M£12.6M
Investments In Subsidiaries £0£0
Issued Capital £3.0M£3.0M
Liabilities £15.6M£26.4M
Net Assets Liabilities £2.98B£2.93B
Noncurrent Financial Assets At Fair Value Through Profit Or Loss £2.57B£2.74B
Noncurrent Recognised Assets Defined Benefit Plan £5.8M£5.4M
Noncurrent Recognised Liabilities Defined Benefit Plan £3.8M£4.8M
Other Cash Receipts From Operating Activities £1.5M£1.3M
Other Comprehensive Income -£100.0K£800.0K
Other Comprehensive Income Before Tax Gains Losses On Remeasurements of Defined Benefit Plans -£800.0K£300.0K
Other Noncurrent Receivables £0£0
Payments To Acquire Or Redeem Entitys Shares £42.9M£67.7M
Proceeds From Sales of Investments Accounted For Using Equity Method £257.1M£337.4M
Purchase of Interests In Investments Accounted For Using Equity Method £262.9M£318.9M
Purchase of Treasury Shares £8.1M£4.0M
Retained Earnings £229.8M£240.4M
Sale Or Issue of Treasury Shares £0£0
Share Premium £1.3M£1.3M
Treasury Shares £5.4M£4.5M
Methodology

Every line item above is a fact tagged in CALEDONIA INVESTMENTS PLC's annual report filed in the European Single Electronic Format (ESEF) under the IFRS taxonomy (ifrs-full) — the income statement, balance sheet and cash-flow statement as the filer reported them. Values are shown as-is, in the reporting currency (GBP), without rescaling; the row labels map to the underlying concept name (e.g. Revenue → ifrs-full:Revenue, Operating profit → ifrs-full:ProfitLossFromOperatingActivities, Diluted EPS → ifrs-full:DilutedEarningsLossPerShare), and any concept without a curated label is shown under “Other reported items” with its de-camel-cased tag name. Only consolidated, default-member facts are shown (segment / dimensional breakdowns are excluded).

“Derived metrics” (free cash flow, margins, ROE, …) are computed from those facts by the same model the U.S. financials pages use — not tagged by the filer.

Source: machine-readable OIM xBRL-JSON aggregated by filings.xbrl.org (XBRL International). Entity identity is resolved by LEI via the public-domain GLEIF register. This is reference data, not investment advice.