Half Year 2022 Persimmon PLC Earnings Call Transcript - Thomson StreetEvents

Half Year 2022 Persimmon PLC Earnings Call Transcript

Half Year 2022 Persimmon PLC Earnings Call Transcript - Thomson StreetEvents
Half Year 2022 Persimmon PLC Earnings Call Transcript
Published Aug 17, 2022
21 pages (13434 words) — Published Aug 17, 2022
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Transcript of PSN.L earnings conference call or presentation 17-Aug-22 8:00am GMT

  
Brief Excerpt:

...Good morning, everybody. Thank you for joining us today. Really nice to be here in person, what a change. So I'm joined this morning by Jason, who I think many of you have said hi to this morning already so far. He joined us last month from AVEVA, and it's great to have him on board. He'll follow me and present all the interesting stuff on the financials. And we're also joined this morning by Martyn Clark, Group Chief Commercial Officer; and Julia, who you've met before; Mike; and Anthony, he will try and keep as low a profile as possible. So today, I'll be providing an overview of the financial performance of the group, that the group has delivered and the good progress we're making at an operational level to build an even stronger business, whatever the conditions we're going into. And I'll pull out some of the key examples that really demonstrate that in action. Persimmon is renowned for its financial success. And in my near 2 years here, obviously, I've been seeking to retain its many...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Persimmon PLC
Ticker
PSN.L
Time
8:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Aynsley Lammin - Investec Bank plc, Research Division - Analyst : Aynsley Lammin from Investec. Just 2 for me, please. First of all, I just want to explore your confidence in the full year guidance? Obviously implies a big kind of 11% to 15% or so increase in completions in the second half. You're 90% forward sold, presume to what planned. So is it just the build issue that -- where there's a risk there? And how confident are you to get the materials and kind of meet that guidance? And then secondly, just on the gross margins, obviously, up in the first half. I think you talked about mitigating cost pressures. Just wondered if you could talk a bit, is it becoming more difficult to cover those cost increases? Is there more pressure going in the second half on the gross margins?

Table Of Contents

Half Year 2023 Persimmon PLC Earnings Call Transcript – 2023-08-10 – US$ 54.00 – Edited Transcript of PSN.L earnings conference call or presentation 10-Aug-23 8:00am GMT

Q1 2023 Persimmon PLC Trading Statement Call Transcript – 2023-04-26 – US$ 54.00 – Edited Transcript of PSN.L sales update conference call or presentation 26-Apr-23 7:30am GMT

Full Year 2022 Persimmon PLC Earnings Call Transcript – 2023-03-01 – US$ 54.00 – Edited Transcript of PSN.L earnings conference call or presentation 1-Mar-23 9:00am GMT

Q4 2022 Persimmon PLC Trading Statement Call Transcript – 2023-01-12 – US$ 54.00 – Edited Transcript of PSN.L sales update conference call or presentation 12-Jan-23 8:30am GMT

Q3 2022 Persimmon PLC Trading Statement Call Transcript – 2022-11-08 – US$ 54.00 – Edited Transcript of PSN.L sales update conference call or presentation 8-Nov-22 8:30am GMT

Q2 2022 Persimmon PLC Trading Statement Call Transcript – 2022-07-07 – US$ 54.00 – Edited Transcript of PSN.L sales update conference call or presentation 7-Jul-22 8:00am GMT

Full Year 2021 Persimmon PLC Earnings Presentation - Pre-Recorded Transcript – 2022-03-02 – US$ 54.00 – Edited Transcript of PSN.L earnings conference call or presentation 2-Mar-22 7:00am GMT

Full Year 2021 Persimmon PLC Earnings Call (Q&A Session) Transcript – 2022-03-02 – US$ 54.00 – Edited Transcript of PSN.L earnings conference call or presentation 2-Mar-22 9:00am GMT

Q4 2021 Persimmon PLC Trading Statement Call Transcript – 2022-01-13 – US$ 54.00 – Edited Transcript of PSN.L sales update conference call or presentation 13-Jan-22 9:00am GMT

Q3 2021 Persimmon PLC Trading Statement Call Transcript – 2021-11-09 – US$ 54.00 – Edited Transcript of PSN.L sales update conference call or presentation 9-Nov-21 9:00am GMT

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MLA:
Thomson StreetEvents. "Half Year 2022 Persimmon PLC Earnings Call Transcript" Aug 17, 2022. Alacra Store. May 20, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Half-Year-2022-Persimmon-PLC-Earnings-Call-T15312616>
  
APA:
Thomson StreetEvents. (2022). Half Year 2022 Persimmon PLC Earnings Call Transcript Aug 17, 2022. New York, NY: Alacra Store. Retrieved May 20, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Half-Year-2022-Persimmon-PLC-Earnings-Call-T15312616>
  
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