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    Stephen Rawlinson

    Research Analyst at Applied Value

    Stephen Rawlinson is a Research Analyst at Applied Value, specializing in social impact consulting with a focus on companies such as Balfour Beatty plc/ADR and SOHO, a high-yielding real estate investment trust. He has contributed incisive research and participated in earnings calls, notably analyzing performance metrics such as property sales gains of 9.6% for SOHO and advancements in energy efficiency across investment portfolios. Rawlinson's career includes a recent tenure at Applied Value, where he brings sector expertise and a measured analytical approach, having previously covered corporate earnings and real estate strategy. His professional credentials include public analyst roles, though there is no available information confirming FINRA registration or securities licenses.

    Stephen Rawlinson's questions to Balfour Beatty plc/ADR (BAFBF) leadership

    Stephen Rawlinson's questions to Balfour Beatty plc/ADR (BAFBF) leadership • H1 2023

    Question

    Stephen Rawlinson of Applied Value asked who bears the cost of ESG initiatives as 2030 targets approach and questioned if the company might use M&A to acquire technology or skill sets, given it's a stated part of the capital allocation framework.

    Answer

    CEO Leo Quinn responded that customers generally expect Balfour Beatty to absorb ESG costs in a competitive market. Regarding M&A, he clarified the company avoids large project acquisitions but will acquire smaller capabilities, particularly in technology and digitization to enhance productivity and safety, citing a partnership with SiteAssist as an example.

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