LONDON

Total Revenue (£bn)

FY 2023

1.49

FY 2024

1.83

FY 2025

1.81

Underlying PBT (£m)

FY 2023

165.9

FY 2024

180.7

FY 2025

166.9

Underlying EPS (p)

FY 2023

55.6

FY 2024

61.4

FY 2025

58.4

ROCE (%)

FY 2023

14.1

FY 2024

14.5

FY 2025

12.6

£m FY2025 FY2024 % change
Revenue 1,812.6 1,833.1 (1.1%)
Revenue (exc. vehicle sales) 1,555.0 1,520.6 2.3%
Underlying EBIT excluding disposals 149.5 151.8 (1.5%)
Underlying EBIT 202.0 213.7 (5.5%)
Underlying PBT 166.9 180.7 (7.6%)
Underlying EPS 58.4p 61.4p (4.9%)
Dividend per share 26.4p 25.8p 2.3%
Statutory PBT 101.5 162.1 (37.4%)
Statutory EPS 35.6p 55.2p (35.5%)
Steady state cash generation 16.7 101.1 (83.5%)
Free cash flow (58.1) 30.3 (291.7%)
Free cash flow ex growth capex 7.0 32.0 (78.1%)
Net debt inc IFRS16 836.7 742.2 12.7%
Return on capital employed % 12.6% 14.5% (1.9ppt)
£m HY2026 HY2025 % change
Revenue 929.6 903.6 2.9%
Revenue (exc. vehicle sales) 809.9 775.0 4.5%
Underlying EBIT excluding disposals 81.7 73.3 11.5%
Underlying EBIT 100.4 99.1 1.3%
Underlying PBT 81.7 82.0 (0.4%)
Underlying EPS 27.6p 28.1p (1.8%)
Dividend per share 8.8p 8.8p 0.0%
Statutory PBT 65.0 56.2 15.8%
Statutory EPS 22.0p 19.4p 13.4%
Steady state cash generation 48.6 20.3 139.2%
Free cash flow (26.1) (20.5) (27.5%)
Free cash flow ex growth capex 47.5 33.0 43.8%
Net debt inc IFRS16 939.3 782.5 20.0%
Return on capital employed % 11.9% 12.8% (0.8ppt)
£mFY 2025FY 2024% change
Revenue – Vehicle hire392.1384.42.0%
Rental profit61.759.83.2%
Rental margin15.7%15.5%0.2ppt
Disposal profit28.734.0(15.6%)
EBIT90.493.8(3.6%)
EBIT margin *23.1%24.4%(1.3ppt)
Vehicles sold ‘00020.622.2(7.2%)
LCV PPU (£)1,7002,600(34.6%)
* EBIT margin calculated as EBIT divided by revenue (excluding vehicle sales)
£mFY 2025FY 2024% change
Revenue – Vehicle hire300.1274.09.5%
Rental profit58.050.016.2%
Rental margin19.3%18.2%1.1ppt
Disposal profit23.727.8(14.7%)
EBIT81.877.85.1%
EBIT margin *27.3%28.4%(1.1ppt)
Vehicles sold ‘00013.814.5(4.8%)
PPU (£)1,7001,900(10.6%)
* EBIT margin calculated as EBIT divided by revenue (excluding vehicle sales)
£mFY 2025FY 2024% change
Revenue – Claims and services882.4882.30.0%
Gross profit160.2171.0(6.3%)
Gross margin18.2%19.4%(1.2ppt)
Operating profit38.151.4(25.8%)
Income from associates0.21.3(86.9%)
EBIT38.352.7(27.3%)
EBIT margin *4.3%6.0%(1.7ppt)
* EBIT margin calculated as EBIT divided by revenue (excluding vehicle sales)
Year ended 30 April, £m20252024202320222021
Revenue – vehicle hire682.9  649.3 610.5563.3515.6
Revenue – claims and services872.2  871.4 726.4530.3364.1
Revenue – excluding vehicle sales1,555.0  1,520.6 1,336.91,093.6879.7
Revenue – vehicle sales257.6  312.5 152.9149.9229.8
Revenue – total1,812.6  1,833.1 1,489.71,243.61,109.5
Underlying EBIT (excluding disposals)149.5151.8137.7117.869.6
Underlying EBIT202.0213.7189.2167.9109.8
Underlying profit before tax166.9180.7165.9151.393.2
Underlying earnings per share58.4p61.4p55.6p50.8p31.0p
Dividend per share26.4p25.8p24.0p21.0p15.4p
Statutory profit before tax101.5162.1178.7132.767.2
Statutory earnings per share35.6p55.2p60.3p41.3p26.6p
EBITDA (underlying)464.5446.3412.2366.7302.3
Net replacement capex (including lease payments)(447.8)(345.2)(220.7)(150.4)(162.3)
Steady state cash flow generation16.7101.1191.5216.4140.1
Growth capex(65.1)(1.7)(122.6)(108.6)19.1
Free cash flow(58.1)30.34.519.897.8
Free cash flow (excluding growth capex)7.0312.2127.1128.478.7
Net debt836.7742.2694.4582.5530.3
Return of capital employed %12.6%14.5%14.1%13.9%9.5%


Note: All results are underlying unless otherwise stated. Results include intercompany revenues. For accounting definitions, see the latest Annual Report. All figures on this website are correct as at end-April 2025, unless otherwise stated.

Impact of depreciation rate

£m FY23FY24FY25FY26FY27Total
Reduced depreciation55.138.311.05.30.2109.9
Reduced disposal profits(8.5)(38.3)(37.4)(20.7)(5.0)(109.9)
Impact on Statutory EBIT46.6(26.8)(15.4)(4.8)
Previously expected impact46.6(24.8)(18.2)(3.6)
UK&I:
Reduced depreciation45.425.77.53.50.282.3
Reduced disposal profits(6.7)(30.5)(28.1)(16.1)(0.9)(82.3)
Impact on UK&I EBIT38.7(4.8)(20.6)(12.6)(0.7)
Spain:
Reduced depreciation9.712.63.51.827.6
Reduced disposal profits(1.8)(7.8)(9.3)(4.6)(4.1)(27.6)
Impact on Spain EBIT7.94.8(5.8)(2.8)(4.1)

Key points

  • Statutory adjustment re-phased on same vehicle cohort to reflect further fleet ageing
  • Statutory PBT had nil impact in FY 2024 from the depreciation rate change. The change reflects updates from the prior year estimate due to a larger number of vehicles sold more quickly
  • This adjustment will reverse over the remaining holding period of the cohort as vehicles are sold with a higher NBV and therefore a lower PPU
  • Newer vehicles will not be impacted by the change

Fleet reconciliation

Vehicles #UK&ISpainClaims & ServicesGroup
Opening owned fleet (Apr-25)*47,20073,20014,300134,700
Purchases7,30010,0002,00019,300
Disposals(6,800)(6,900)(1,200)(14,900)
Transfers400(400)
Movements on direct vehicles(300)(300)
Movement on leased vehicles(800)(800)
Closing fleet (Oct-25)**47,80076,30013,900138,000
Closing owned fleet43,10074,9005,100123,100
Closing leased fleet3,3008,80012,100
Closing total fleet (ex-sales stock)46,40074,90013,900135,200
Closing sales stock1,4001,4002,800
Purchases for growth5003,1008004,400
Sales in contraction
Growth in owned fleet for growth capex**5003,1008004,400
Purchases for replacement6,8006,9001,20014,900
Replacement sales(6,800)(6,900)(1,200)(14,900)
Net replacements
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