Want to see GB:SDG full AI Analyst Report?
Top Page
Sanderson Design Group PLC
(LSE:SDG)
Select Model
Select Model
Rating:57Neutral
Price Target:
79.00 p
â–²(2.60% Upside)
Action:Reiterated
Date:10/13/26
The score is held back primarily by volatile profitability and only thin operating profit despite a 2026 rebound, partially offset by a solid balance sheet. Technical signals are mildly constructive but not strong (neutral RSI and slightly negative MACD). Valuation is a headwind with a relatively high P/E versus business consistency, while the latest earnings call adds support due to reaffirmed guidance and improving operational momentum, especially in North America.
Positive Factors
North American growth
North America is combining rapid sales growth with superior profitability, making it an important source of mix improvement. Continued expansion in this market could strengthen group margins, broaden geographic reach and provide a durable growth engine beyond weaker domestic conditions.
Negative Factors
UK and Northern Europe weakness
Weakness in SDG’s home and nearby European markets limits the contribution from established channels and leaves growth increasingly dependent on North America. Continued soft demand could restrain group revenue, dilute operating leverage and delay a broader recovery in core territories.
Read all positive and negative factors
Positive Factors
Negative Factors
North American growth
North America is combining rapid sales growth with superior profitability, making it an important source of mix improvement. Continued expansion in this market could strengthen group margins, broaden geographic reach and provide a durable growth engine beyond weaker domestic conditions.
Read all positive factors
Sanderson Design Group PLC (SDG) vs. iShares MSCI United Kingdom ETF (EWC)
Market Cap
£52.39M
Dividend Yield2.07%
Average Volume (3M)92.01K
Price to Earnings (P/E)18.0
Beta (1Y)0.71
Revenue Growth4.46%
EPS GrowthN/A
CountryUK
Employees500
SectorConsumer Cyclical
Sector Strength84
IndustryFurnishings, Fixtures & Appliances
Share Statistics
EPS (TTM)0.04
Shares Outstanding72,264,620
10 Day Avg. Volume71,747
30 Day Avg. Volume92,006
Financial Highlights & Ratios
PEG Ratio-0.14
Price to Book (P/B)0.48
Price to Sales (P/S)0.34
P/FCF Ratio4.15
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.06
Revenue Forecast (FY)£102.90M
Sanderson Design Group PLC Business Overview & Revenue Model
Company Description
Sanderson Design Group plc is a global enterprise specializing in the design, production, marketing, and worldwide distribution of interior furnishings, fabrics, and wallpapers. The company operates through two distinct divisions: Brands and Manuf...
How the Company Makes Money
SDG makes money primarily through two broad mechanisms: (1) selling products that incorporate its designs and (2) licensing its brands/designs to third parties.
1) Product revenue (own-brand/owned distribution)
- SDG develops proprietary patterns...
Sanderson Design Group PLC Earnings Call Summary
Earnings Call Date:Oct 12, 2026
(Q2-2027)
| % Change Since: |
Next Earnings Date:Apr 28, 2027
Earnings Call Sentiment Positive
The call was strongly positive overall. Management reported broad-based improvement in revenue, profitability, cash generation, North American demand, manufacturing and digital channels, while reaffirming full-year expectations and highlighting the Designers Guild opportunity. The main challenges were continued softness in the U.K. and Northern Europe, muted Clarke & Clarke performance, higher administration expenses, the shareholder governance dispute and potential pension buyout costs.Positive Updates
Improved Group Financial Performance
First-half revenue grew 6% year-on-year to GBP 51.4 million, EBITDA increased 12%, adjusted underlying profit before tax rose 47% to GBP 3.3 million, and statutory profit before tax improved 69% year-on-year.
Negative Updates
U.K. and Northern European Market Weakness
The U.K. and, to a lesser degree, Northern Europe remained challenging because of soft consumer sentiment. Brand product sales increased only 2% year-on-year, with North American growth offsetting continued weakness in the group's home territory.
Read all updates
Q2-2027 Updates
Positive
Negative
Improved Group Financial Performance
First-half revenue grew 6% year-on-year to GBP 51.4 million, EBITDA increased 12%, adjusted underlying profit before tax rose 47% to GBP 3.3 million, and statutory profit before tax improved 69% year-on-year.
Read all positive updates
Company Guidance
Management said it remains on track to meet full year expectations and is on course to deliver its full year current market expectations; full year licensing revenue is expected to be broadly in line with the full year FY '26, while profitability will continue to climb. D2C sales could be expected to reach between 10% and 20% of high-margin brand product sales over time, and operating margins could go north of 70%, with management saying it could well be beyond that 70% mark and above. North American growth is expected to still be able to double within the visible horizon, with competitors trading at least double the revenues and the group expecting to quite quickly be able to match those; capital expenditure is expected to increase in the second half, and fully buying out the pension scheme would require a probably GBP 2 million to GBP 3 million investment.Sanderson Design Group PLC Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
73
Positive
Cash Flow
52
Neutral
| Breakdown | TTM | Jan 2026 | Jan 2025 | Jan 2024 | Jan 2023 | Jan 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 102.54M | 99.48M | 100.39M | 108.64M | 111.98M | 112.20M |
| Gross Profit | 68.26M | 68.72M | 68.44M | 73.68M | 70.30M | 69.56M |
| EBITDA | 4.42M | 5.55M | -7.75M | 16.11M | 12.68M | 17.12M |
| Net Income | 2.91M | 2.15M | -15.24M | 8.20M | 8.82M | 7.76M |
Balance Sheet | ||||||
| Total Assets | 97.49M | 96.79M | 97.20M | 110.64M | 107.33M | 105.73M |
| Cash, Cash Equivalents and Short-Term Investments | 10.43M | 9.81M | 5.81M | 16.34M | 15.40M | 19.05M |
| Total Debt | 10.20M | 11.33M | 11.23M | 5.15M | 5.12M | 3.90M |
| Total Liabilities | 26.50M | 26.87M | 28.47M | 24.11M | 26.01M | 26.02M |
| Stockholders Equity | 70.99M | 69.92M | 68.73M | 86.53M | 81.32M | 79.71M |
Cash Flow | ||||||
| Free Cash Flow | 8.18M | 8.16M | -6.14M | 5.83M | 856.00K | 6.78M |
| Operating Cash Flow | 9.09M | 8.35M | -2.06M | 9.09M | 5.64M | 8.91M |
| Investing Cash Flow | -1.27M | -660.00K | -3.95M | -3.04M | -4.79M | -2.13M |
| Financing Cash Flow | -5.09M | -3.27M | -4.57M | -4.95M | -4.90M | -3.22M |
Sanderson Design Group PLC Technical Analysis
Negative
77.00
Price Trends
75.15
Negative
75.01
Negative
66.42
Positive
Market Momentum
-0.20
Positive
40.72
Neutral
46.24
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For GB:SDG, the sentiment is Negative. The current price of 77 is above the 20-day moving average (MA) of 74.78, above the 50-day MA of 75.15, and above the 200-day MA of 66.42, indicating a neutral trend. The MACD of -0.20 indicates Positive momentum. The RSI at 40.72 is Neutral, neither overbought nor oversold. The STOCH value of 46.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for GB:SDG.
Sanderson Design Group PLC Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | £40.14M | 10.74 | 6.05% | 5.75% | -1.20% | -26.38% | |
63 Neutral | £62.76M | 9.68 | 22.35% | 0.46% | 5.39% | 29.75% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | £315.43M | 9.11 | 12.31% | 0.73% | 2.64% | 43.99% | |
61 Neutral | £42.07M | 11.59 | 7.63% | 6.08% | -3.48% | -36.60% | |
57 Neutral | £52.39M | 17.99 | 4.12% | 2.07% | 4.46% | ― | |
46 Neutral | £22.67M | -0.77 | -15.27% | 1.56% | -1.44% | -9296.83% |
* Consumer Cyclical Sector Average
GB:SDG
Sanderson Design Group PLC
72.50
25.92
55.65%
GB:CHH
Churchill China
365.00
15.89
4.55%
GB:CFX
Colefax
1,355.00
449.68
49.67%
GB:DFS
DFS Furniture
136.50
-24.29
-15.11%
GB:PMP
Portmeirion
44.50
-58.00
-56.59%
GB:ULTP
Ultimate Products plc
50.20
-8.49
-14.46%
Sanderson Design Group PLC Corporate Events
Other
Sanderson Design Group Chair Increases Shareholding in Luxury Interiors Group
Positive
Oct 13, 2026
Sanderson Design Group PLC, the AIM-listed luxury interior furnishings specialist, designs and produces high-end wallpapers, fabrics and paints, and monetises its patterns through global licensing deals. With strong UK manufacturing operations and...
Regulatory Filings and Compliance
Sanderson Design Group CEO Increases Shareholding with AIM Market Purchase
Positive
Oct 13, 2026
Sanderson Design Group PLC has disclosed that Chief Executive Officer Lisa Montague purchased 39,275 ordinary shares in the company at £0.76 per share on 13 October 2026 via the London Stock Exchange’s AIM market. Following this transac...
Regulatory Filings and Compliance
Sanderson Design Group Director Increases Shareholding with AIM Purchase
Positive
Oct 12, 2026
Sanderson Design Group PLC, the AIM-listed luxury interior design and furnishings group, has reported a share purchase by non-executive director Juliette Stacey. She acquired 13,089 ordinary shares, lifting her total holding to 30,564 shares, equi...
Regulatory Filings and Compliance
Sanderson Design Group director increases personal shareholding
Positive
Oct 12, 2026
Sanderson Design Group PLC has disclosed that non-executive director Patrick Lewis has purchased 12,814 ordinary shares in the company on 12 October 2026 at a price of £0.78 per share. Following the transaction, Lewis’s total holding ha...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Sanderson Design Group Board Urges Shareholders to Reject Chair Ouster Bid
Neutral
Oct 12, 2026
Sanderson Design Group PLC, a global luxury interiors specialist, has evolved into a unified, vertically integrated design and manufacturing business supplying wallpapers, fabrics, paints and licensed home products worldwide. With a portfolio of h...
Business Operations and StrategyDividendsFinancial Disclosures
Sanderson Design Group lifts profits on North America and DTC surge
Positive
Oct 12, 2026
Sanderson Design Group reported a 6% rise in interim revenue to £51.4m for the six months to 31 July 2026, with adjusted underlying profit before tax up 47% to £3.3m and net cash increasing to £10.4m. The improvement was driven by s...
Business Operations and StrategyFinancial Disclosures
Sanderson Design Group Reschedules Interim Results and Investor Presentation
Neutral
Oct 8, 2026
Sanderson Design Group has rescheduled the publication of its unaudited interim results for the six months to 31 July 2026, now set for 12 October 2026. The company will host a virtual presentation for analysts and investors on the same day via th...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
Sanderson Design Faces Shareholder Push to Oust Director and Add New Board Member
Negative
Sep 28, 2026
Sanderson Design Group PLC, a UK-based luxury interior furnishings specialist, designs and produces wallpapers, fabrics and paints, while also licensing its historic and contemporary designs for use on homeware products worldwide. With a strong do...
Business Operations and Strategy
Sanderson Design Group clinches decade-long global Designers Guild licensing deal
Positive
Sep 25, 2026
Sanderson Design Group PLC, a UK-listed luxury interior furnishings specialist, designs, manufactures and markets premium wallpapers, fabrics and paints, and earns licensing income from applying its designs to homeware categories such as bed and b...
Business Operations and StrategyStock BuybackFinancial Disclosures
Sanderson Design Group lifts revenue on U.S. growth and digital push
Positive
Aug 7, 2026
Sanderson Design Group reported a 6% rise in half-year revenue to £51.4m, underpinned by 19% growth in North America brand sales, a 19% jump in manufacturing revenue and a 13% increase in licensing income. Direct-to-consumer sales via brand w...
Regulatory Filings and Compliance
Sanderson Design Group Executive Increases Stake with Share Purchase
Positive
Jul 28, 2026
Sanderson Design Group PLC, a luxury interior furnishings specialist, designs and manufactures wallpapers, fabrics and paints while also licensing its designs for use on products such as bedding, rugs and tableware. With a portfolio of heritage br...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.