Davy Morning Equity Briefing

Jun 12, 2026

Grafton Group

Worth travelling down the Grafton Way

Grafton’s Capital Markets Event provided good detail and insights into the group and the outlook for the business over the remainder of the decade. The depth of the management team was evident, and Grafton highlighted that it has a scalable platform with financial muscle in fragmented markets. The 2030 targets are ambitious but credible and create the platform for a much-deserved reappraisal of the equity story.