Rockwood Strategic Plc (LSE:RKW) posted a robust set of interim results for the six months to 30 September 2025, achieving a Net Asset Value (NAV) total return of 12.5% and outperforming key benchmark indices. During the period, the trust increased its share count by 24% and secured entry into both the FTSE All-Share and FTSE Small Companies indices — milestones that underscore its growing scale and visibility in the UK market.
The portfolio saw active repositioning, including new investments in Treatt Plc and Tribal Group Plc, alongside notable gains realised from its holding in Galliford Try Plc. Despite a challenging backdrop for UK equities, Rockwood’s specialised strategy — centred on uncovering value in smaller companies with scope for operational or strategic transformation — continued to deliver standout returns, earning the trust recognition through recent industry awards.
Rockwood Realisation Plc’s valuation profile remains attractive, supported by a strong balance sheet, low P/E ratio, and above-market dividend yield, all of which point to potential undervaluation. Even so, weaker cash generation and operational efficiency concerns temper the outlook, while technical indicators highlight bearish market sentiment.
More about Rockwood Realisation Plc
Rockwood Strategic Plc is a London-listed Investment Trust focused on smaller UK-quoted companies. The firm targets undervalued businesses where strategic, operational, or management improvements can unlock meaningful long-term value for shareholders.
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