Severn Trent stock on track financially as CFRA notes 19% investment increase

Published 10/07/2025, 13:58
Severn Trent stock on track financially as CFRA notes 19% investment increase

Investing.com - Severn Trent Plc. (LON:SVT) is maintaining its financial performance targets while significantly increasing its infrastructure investments, according to a new report from CFRA.

The water utility has ramped up investment by 19% year-over-year to approximately GBP360 million in Q1 FY 2026 to meet real Regulatory Capital Value (RCV) growth targets in the AMP8 regulatory period, CFRA noted.

Operationally, Severn Trent achieved a 65% reduction in storm overflow spills, showing progress toward its target of reducing average annual spills below 18, according to the research firm.

The company has set ambitious targets for the AMP8 period, including doubling adjusted earnings per share between 2025 and 2028, achieving 59% nominal RCV growth, and delivering at least GBP25 million in Outcome Delivery Incentives reward in FY 2026.

Severn Trent plans capital expenditure of GBP1.7-1.9 billion in FY 2026 as part of a record GBP15 billion investment in the AMP8 regulatory period, with CFRA suggesting the company’s below-industry gearing ratio could help offset strain from higher operating expenses and interest charges.

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