来源：Gangtise投研

Bellway p.l.c. (BLWYF) 2024年第四度业绩电话会：本财年住房营收下降至24亿英镑，平均售价降至30.8万英镑，基础运营利润率为10%，运营利润为2.38亿英镑。土地储备年限为6.4年，支持多年增长目标。木材框架设施预计2030年满负荷生产3000套住房，提升使用比例至30%。私人销售率提升至0.51，订单量超5100套住房，价值14亿英镑。未来住宅标准成本约为每单元6000-7000英镑。预计今年产量超8500套，推动利润率和资本回报率改善。资产负债表强劲，土地投资增至21亿英镑，杠杆率低于7%，融资结构灵活。

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