Caledonia Investments (CLDN)

Sector:

Investment Firms

Index:

FTSE 250

NULL
   
  • Closing Price Chg:
    -3.00p
  • 52 Week High: NUL
  • 52 Week Low: 322.00p
  • Currency: UK Pounds
  • Shares Issued: 526.27m
  • Volume: 0
  • RiskGrade: 108
  • Beta: 0.00

CLDN Overview

Caledonia Investments plc is a United Kingdom-based self-managed investment trust company. The Company holds investments in both listed and private markets, covering a range of sectors and particularly through its fund investments. It invests in managed businesses that combine long-term growth characteristics with, in many cases, an ability to deliver increasing levels of income. It manages assets of circa £2.8 billion across an international, multi-asset portfolio, with a focus on companies that have the potential to generate long-term shareholder value. The Company’s fund types include private equity funds, funds of private equity (PE) funds, and quoted market funds. It invests in a range of sectors, such as basic materials, consumer staples, financials, healthcare, industrials, real estate, retailers, technology, telecommunications, and utilities.

1 Day Chart

1 Day Chart

6 Month Chart

6 Month Chart

Financials

Latest F'cast
Div Yield 2.1% 0.0%
Div Cover 0.8 n/a
Op Mrgn 46.3% n/a
ROCE 1.1%  
Latest F'cast
P/E 61.6 n/a
PEG n/a n/a
Pr/Revenue 34.8 n/a
Pr/Book 0.6  
Latest F'cast
Revenue -14.5% n/a
PBT -22.7% n/a
EPS -22.8% n/a
DPS 4.5% n/a

CLDN Fundamentals

Year Ending Revenue (£m) Pre-tax (£m) EPS P/E PEG EPS Grth. Div Yield
31-Mar-21 44.70 22.40 5.43p 48.7 n/a -14% 6.29p 2.4%
31-Mar-22 51.60 28.30 7.21p 49.1 1.5 +33% 6.48p 1.8%
31-Mar-23 44.00 24.90 3.79p 89.4 n/a -47% 6.74p 2.0%
31-Mar-24 62.70 38.70 7.45p 44.0 0.5 +97% 7.04p 2.1%
31-Mar-25 53.60 29.90 5.75p 61.6 n/a -23% 7.36p 2.1%

a. Based on UK GAAP presentation of accounts - includes discontinued activities

CLDN Company Announcements

Transaction in Own Shares 31-Jul-2025 07:00 RNS
Transaction in Own Shares 30-Jul-2025 07:00 RNS
Directorate Change 29-Jul-2025 16:32 RNS

Latest CLDN Director Deals

Traded Action Notifier PriceAmountValue
25-Jul-25 Transfer From Robert Memmott 0.000p 41 £0.00
25-Jul-25 Transfer From Mathew Masters 0.000p 41 £0.00
25-Jul-25 Buy Mathew Masters 365.00p 41 £149.65

Note 1: Prices and trades are provided by Digital Look Corporate Solutions and are delayed by at least 15 minutes.

Note 2: RiskGrade figures are provided by RiskMetrics.

Note 3: Above ratios are on a 'per annum' basis, adjusted for corporate actions and based on the fundamentals of the primary listed security.

Note 4: Under IFRS, all figures are based on 'Continuing' operations unless otherwise stated.

Note 5: In the case of dual listed securities, broker recommendations and forecasts relate to the primary listing.

Note 6: Forecast figures based on normalised accounts.

 

CLDN Market Data

Currency UK Pounds
Share Price NULL
Closing Price Change -3.00p
% Change 0.00 %
52 Week High NUL
52 Week Low 322.00p
Volume 0
Shares Issued 526.27m
Beta 0.00
RiskGrade 108

CLDN Star Ratings

Compare performance with the sector and the market.
more star ratings
Key: vs Market vs Sector
Value
48.06% above the market average48.06% above the market average48.06% above the market average48.06% above the market average48.06% above the market average
70.37% above the sector average70.37% above the sector average70.37% above the sector average70.37% above the sector average70.37% above the sector average
Price Trend
15.78% below the market average15.78% below the market average15.78% below the market average15.78% below the market average15.78% below the market average
44% below the sector average44% below the sector average44% below the sector average44% below the sector average44% below the sector average
Income
72.18% below the market average72.18% below the market average72.18% below the market average72.18% below the market average72.18% below the market average
80.51% below the sector average80.51% below the sector average80.51% below the sector average80.51% below the sector average80.51% below the sector average
Growth
24.57% below the market average24.57% below the market average24.57% below the market average24.57% below the market average24.57% below the market average
22.42% below the sector average22.42% below the sector average22.42% below the sector average22.42% below the sector average22.42% below the sector average

CLDN Dividends

  Latest Previous
  Final Interim
Ex-Div 26-Jun-25 05-Dec-24
Paid 07-Aug-25 09-Jan-25
Amount 53.91p 19.69p

Trades for --2025

Time Volume / Share Price
0 @ 0.000p

CLDN Key Personnel

CEO Mathew Masters
Chair David Stewart
CFO Robert Memmott

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