Bellway PLC Trading Statement

 
TIDMBWY 
 
Bellway p.l.c. 
                                Trading Update 
                            Friday 5 February 2010 
 
Bellway is today issuing an update following the first six months of trading 
which ended on 31 January and prior to the announcement of the interim results 
on Wednesday 24 March. 
 
The Group completed the sale of 2,247 homes (2009 : 2,014) at an average 
selling price of GBP156,000 (2009 : GBP156,146), with the operating margin for the 
six months being around 6% (2009 : 9.2% before exceptional items). The margin 
for the full year is estimated to be at the higher end of the 6% - 7% range. It 
is anticipated that there will be no exceptional items included in the interim 
results (2009 : GBP66.3 million). 
 
The order book at 31 January stood at GBP390 million (2009 : GBP296 million), 
representing 2,506 homes (2009 : 2,173) of which 706 (2009 : 665) are for the 
following financial year. The Group has now sold or reserved 92% (2009 : 81%) 
of this year's current target and the next six weeks' reservation pattern will 
determine whether this target will be increased. Reservations in the first six 
months have averaged 85 per week which compares to 65 in the same period last 
year and 104 from February to July 2009. 
 
The Group has a strong balance sheet with a net cash position of GBP61 million 
which was helped by a significant reduction in our stock of unsold properties 
compared to last year and we are now selectively investing in both work in 
progress and land opportunities thereby increasing the capacity for future 
growth. Since the beginning of the financial year, Bellway has spent around GBP76 
million on land, predominantly in the south and has terms agreed on a further GBP 
123 million. As new planning permissions are granted, our divisions are 
gradually opening up more sites and this should result in an increase in the 
number of sales outlets to around 190 by the year end compared to an average of 
175 in the first six months. 
 
Historically there is always an uplift in weekly home reservations as the 
traditional spring selling season unfolds. However, with mortgage providers 
continuing to require a high level of deposit, particularly for first time 
buyers, we expect trading conditions during the first half of 2010 to be 
subdued relative to historic levels. 
 
Nevertheless, the Board considers that the Group is currently well positioned 
and is trading profitably with a high level of targeted output already secured 
and no borrowings. This should enable Bellway to take advantage of 
opportunities as and when they arise. 
 
 
 
Certain statements in this announcement are forward-looking statements which 
are based on Bellway plc's expectations, intentions and projections regarding 
its future performance, anticipated events or trends and other matters that are 
not historical facts. Such forward-looking statements can be identified by the 
fact that they do not relate only to historical or current facts. 
Forward-looking statements sometimes use words such as "aim", "anticipate", 
"target", "expect", "estimate", "intend", "plan", "goal", "believe", or other 
words of similar meaning. These statements are not guarantees of future 
performance and are subject to known and unknown risks, uncertainties and other 
factors that could cause actual results to differ materially from those 
expressed or implied by such forward-looking statements. Given these risks and 
uncertainties, prospective investors are cautioned not to place undue reliance 
on forward-looking statements. Forward-looking statements speak only as of the 
date of such statements and, except as required by applicable law, Bellway plc 
undertakes no obligation to update or revise publicly any forward-looking 
statements, whether as a result of new information, future events or otherwise. 
 
FOR FURTHER INFORMATION PLEASE CONTACT: 
 
JOHN WATSON, CHIEF EXECUTIVE & ALISTAIR LEITCH, GROUP FINANCE DIRECTOR FROM 
8.00 AM ONWARDS ON 0191 217 0717 
 
 
 
END 
 

(END) Dow Jones Newswires

February 05, 2010 02:00 ET (07:00 GMT)

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