PIWORLD Investor Podcasts

Hill & Smith Executive Chair, Alan Giddins and Chief Financial Officer, Hannah Nichols present results for the year ended 31 December 2023. Alan Giddins, Executive Chair 00:16 – FY23 Highlights Hannah Nichols, Chief Financial Officer 02:53 – FY23 Financial highlights 04:14 – Group overview 05:22 – Divisional performance 12:28 – Cash generation 24:31 – ESG Alan Giddins, Executive Chair 16:21 – Financial framework 17:53 – M&A update 22:03 – V&S Utilities case study 24:09 – Investment case 26:40 – Outlook Hill & Smith PLC is a leading provider of sustainable infrastructure products and services. The Group employs c.4,400 people worldwide with the majority employed by its autonomous, agile, customer focussed operating businesses based in the UK, USA, Australia and India. The Group office is in the UK and Hill & Smith PLC is quoted on the London Stock Exchange (LSE: HILS.L). The Group’s operating businesses are organised into three main business divisions: Galvanizing Services: increasing the sustainability and maintenance free life of steel products including structural steel work, lighting, bridges and other products for industrial and infrastructure markets. Engineered Solutions: supplying engineered steel and composite solutions for a wide range of infrastructure markets including power generation and distribution, marine, rail and housing. The division also supplies engineered pipe supports for the water, power and liquid natural gas markets and seismic protection solutions. Roads & Security: supplying products and services to support road and highway infrastructure including temporary and permanent road safety barriers, intelligent traffic solutions, street lighting columns and bridge parapets. In addition, the division includes two businesses which are market leaders in the provision of off-grid solar lighting and power solutions. The security portfolio includes hostile vehicle mitigation solutions, high security fencing and automated gate solutions.

Headlam Group Chief Executive Chris Payne, and Chief Financial Officer, Adam Phillips present full year results for the year ended 31 December 2023, followed by Q&A. Chris Payne, Chief Executive 00:16 - Introduction 01:47 - FY 2023 Overview 03:47 - Flooring market backdrop Adam Phillips, Chief Financial Officer 05:17 - FY 2023 Financial summary 07:38 - Revenue 08:21 - UK Distribution volumes 09:01 - Income statement 10:37 - Underlying operating profit 12:11 - Mitigating actions 13:24 - Non-underlying items 15:01 - Cashflow 16:42 - Capital expenditure 17:19 - Balance sheet 17:46 - Daily net debt Chris Payne, Chief Executive 18:04 - Market opportunity 18:45 - Strategy summary 20:01 - Broadening business base 21:02 - Regional distribution 22:35 - Trade counters 23:59 - Larger customers Adam Phillips, Chief Financial Officer 25:25 - Digital and IT 26:14 - Sustainability and ESG 27:48 - Continental Europe Chris Payne, Chief Executive 29:22 - Summary and outlook 32:05 - Q&A Operating for over 30 years, Headlam is the UK's leading floorcoverings distributor. The Group works with suppliers across the globe manufacturing the broadest range of products, and gives them a highly effective route to market, selling their products into the large and diverse trade customer base. The Group has an extensive customer base spanning independent and multiple retailers, small and large contractors, and housebuilders. It provides its customers with a market leading service through the largest product range, in-depth knowledge, ecommerce and marketing support, and nationwide next day delivery service. To maximise customer reach and sales opportunity, Headlam operates 68 businesses and trade brands across the UK and Continental Europe (France and the Netherlands), which are supported by the group's network, central resources and processes.

Eagle Eye, a leading SaaS company that creates digital customer connections enabling personalised, real-time marketing hosted this Captial Markets event for Analysts and Investors on the 22nd February 2024. Operational management and executives outlined the developments in the loyalty market, their strategy to become a £100m revenue and 25% EBITDA margin business and Eagle AI, their newly launched AI-powered data science solution. Anne de Kerckhove, Chair 00:16 - Introduction Tim Mason, CEO 05:39 - Ambitions and current position Sarah Jarvis, Communications and Propositions Director 12:01 - Market Opportunity Steve Rothwell, CTO and Founder 22:20 - Product Innovation Al Henderson, Chief Sales Officer 35:06 - Win Transact and Deepen Strategy Claire Essex-Crosby, Chief People Officer 44:53 - Purple People Lucy Sharman-Munday, CFO 57:07 - M&A Cédric Chéreau, Managing Director and Co-Founder of Untie Nots 58:20 - Untie Knots integration with Eagle Eye Zyed Jamoussi, Managing Director and Co-founder of Untie Nots 1:03:07 - Introduction to eagleAI Lucy Sharman-Munday, CFO 1:10:55 - Finance Overview Tim Mason, CEO 1:22:48 - Summary Eagle Eye is a leading SaaS technology company enabling retail, travel and hospitality brands to earn the loyalty of their end customers by powering their real-time, omnichannel and personalised consumer marketing activities. Eagle Eye AIR is a cloud-based platform, which provides the most flexible and scalable loyalty and promotions capability in the world. More than 750 million personalised offers are executed via the platform every week, and it currently hosts over 200 million individual loyalty members for businesses all over the world. We are trusted to deliver a secure service at hundreds of thousands of physical POS destinations worldwide, enabling the real-time issuance and redemption of promotional coupons, loyalty offers, gift cards, subscription benefits and more. The Eagle Eye AIR platform is currently powering loyalty and customer engagement solutions for enterprise businesses all over the world, including Asda, Tesco, Morrisons, Waitrose and John Lewis & Partners, JD Sports, Pret a Manger, Loblaws, Southeastern Grocers, Giant Eagle and the Woolworths Group. In January 2023, the Group acquired France-based Untie Nots, an AI-powered personalised promotions business, adding Carrefour, E. Leclerc, Auchan and other leading brands to its European customer base. For more information, please visit www.eagleeye.com

Made Tech CEO, Rory MacDonald and CFO, Neil Elton present interim results for the six months ended 30 November 2023, followed by Q&A. Rory MacDonald, CEO 00:16 - Introduction 01:05 - H1 FY24 Highlights Neil Elton, CFO 05:14 - H1 FY24 Highlights 06:39 - Revenue & gross margin 08:28 - Bookings and revenue 09:33 - EBITDA Bridge 11:06 - Balance sheet 11:39 - Cash flow Rory MacDonald, CEO 12:39 - Capabilities & offerings 16:09 - Clients 18:40 - Case Study: Homes for Ukraine 19:36 - Case Study: Ministry Of Justice 20:42 - Housing products for local government 22:22 - People 24:22 - Market opportunity 26:48 - Strategic plan 28:05 - Outlook 29:39 - Q&A Made Tech is a provider of digital, data and technology services, which enable central government, healthcare, local government organisations and other regulated industries to digitally transform. Made Tech's purpose is to "positively impact the future of society by improving public services technology". To achieve this the company has four key strategic missions: Modernise legacy technology and working practices; Accelerate digital service and technology delivery; Drive better decisions through data and automation; and Enable technology and delivery skills to build better systems. The Group operates from four locations across the UK - London, Manchester, Bristol, and Swansea. More information is available at https://investors.madetech.com/

Franchise Brands, an international multi-brand franchise business, hosted a Capital Markets event for analysts and investors on the 20 Febuary 2024. Executives and operational management provided an overview of the companies divisions and outlined their plan for growth. Steven Hemsley, Executive Chairman, Franchise Brands 00:16 - Introduction & overview 15:18 - Introducing the Maximum Potential Model Chris Stuckey, CEO, Pirtek Europe 22:54 - Pirtek Europe Peter Molloy, CEO, Water & Waste Services Division 40:26 - Water & Waste Services Division Jason Sayers, CEO, Filta International 1:02:12 - Filta International John Michals, Chief Operating Officer, The Filta Group Inc. 1:05:57 - Filta overview and new services Tom Dunn, CEO, The Filta Group Inc. 1:12:05 - Filta outlook Jason Sayers, CEO, Filta International 1:17:07 - Filta summary Tim Harris, Managing Director, B2C Division 1:18:26 - B2C Division Julia Choudry, Corporate Development Director, Franchise Brands 1:28:27 - The Growth Summit Colin Rees, Chief Information Officer, Franchise Brands 1:37:22 - The digital transformation of the business Robin Auld, Group Marketing Director, Franchise Brands 1:54:11 - How marketing supports the Maximum Potential Model Mark Fryer, CFO, Franchise Brands 2:07:45 - Strategic Targets and de-gearing Steven Hemsley, Executive Chairman, Franchise Brands 02:19:29 - Summary and investment case Franchise Brands is an international, multi-brand franchisor focused on building market-leading businesses primarily via a franchise model. The Group has a combined network of over 625 franchisees across seven franchise brands in ten countries covering the UK, North America and Europe. Franchise Brands' focus is on B2B van-based reactive and planned services. The Company owns several market-leading brands with long trading histories, including Pirtek in Europe, Filta, Metro Rod and Metro Plumb, all of which benefit from the Group's central support services, particularly technology, marketing, and finance. At the heart of Franchise Brands' business-building strategy is helping its franchisees grow their businesses: "if they grow, we grow". Franchise Brands employs over 700 people across the Group. For further information, visit www.franchisebrands.co.uk

Accrol Group Chief Executive Officer, Gareth Jenkins and Chief Finance Officer, Chris Welsh present Half Year Results for the six months ended 31 October 2023, followed by Q&A. Gareth Jenkins, Chief Executive Officer 00:16 - Introduction 02:56 - H1 24 performance summary Chris Welsh, Chief Finance Officer 04:50 - H1 24 Financial summary 06:31 - EBITDA summary 07:12 - Financial overview 08:43 - Net Debt Gareth Jenkins, Chief Executive Officer 09:59 - Commercial highlights 13:27 - Operational highlights 14:28 - M&A strategy 15:49 - Severn Delta acquisition 16:59 - Outlook 18:23 - Q&A Accrol Group Holdings plc is a leading tissue converter and supplier of toilet tissues, kitchen rolls, facial tissues, and wet wipes to many of the UK's leading discounters and grocery retailers across the UK. The Group now operates from five manufacturing sites suppling the UK tissue wet wipes market valued at c£2.7bn at retail sales value. For more information, please visit www.accrol.co.uk.

Wynnstay Group Chief Executive Officer, Gareth Davies and Group Finance Director, Rob Thomas present final results for the year ended 31 October 2023, followed by Q&A. Gareth Davies, Chief Executive Officer 00:16 - Introduction 01:38 - Business overview 03:30 - Geographic reach 05:05 - FY23 Highlights Rob Thomas, Group Finance Director 07:05 - FY23 Financial highlights 10:42 - Financial track record 11:31 - Dividend 11:49 - Income statement 12:54 - Balance sheet 13:42 - Cash flow and net cash 17:31 - Segmental analysis Gareth Davies, Chief Executive Officer 18:22 - FY23 Trading environment 20:05 - Feed sector 23:24 - Arable sector 25:11 - Glasson 27:32 - Specialist agricultural merchanting 29:46 - ESG 31:53 - Summary and outlook 33:27 - Q&A Wynnstay Group Plc is a United Kingdom-based manufacturer and supplier of agricultural products in the United Kingdom. The Company has two segments. The Agriculture segment offers animal nutrition products to the agricultural market; and seeds, fertilizers, and agricultural chemicals to arable and grassland farmers, as well as markets grains. The Specialist Agricultural Merchanting segment supplies a range of specialist products to farmers, smallholders and pet owners. It supplies feeds and nutrition products for a number of sectors including, dairy, beef, sheep, pig and poultry, with a range of products to suit the needs of individual farmers. It is a producer of cereal seeds and a range of grass seed mixtures in the United Kingdom. It supplies fertilizer in the United Kingdom. Its subsidiaries include Glasson Group (Lancaster) Limited, Glasson Grain Limited, Wynnstay (Agricultural Supplies) Limited, Youngs Animal Feeds Limited, GrainLink Limited and Tamar Milling Limited (Tamar).

NWF Group Chief Executive Designate, Chris Belsham and Chief Financial Officer, Katie Shortland present half year results for the six months ended 30 November 2023, followed by Q&A. Chris Belsham, Chief Executive Designate 00:16 - Introduction 01:49 - H1 Highlights 05:06 - Operating highlights Katie Shortland, Chief Financial Officer 10:27 - Income statement 12:30 - Balance sheet 14:19 - Pension summary 15:03 - Cash flow Chris Belsham, Chief Executive Designate 16:30 - Development strategy summary 17:24 - Food development strategy Katie Shortland, Chief Financial Officer 19:32 - Lymedale warehouse financial impact Chris Belsham, Chief Executive Designate 20:38 - Fuels development strategy 25:00 - Feeds development strategy 27:03 - Summary and outlook 28:31 - Q&A NWF Group plc is a specialist distributor of fuel, food, and feed across the United Kingdom. The principal activities of the Company and its subsidiaries are the sale and distribution of fuel oils, the warehousing and distribution of ambient groceries, and the manufacture and sale of animal feeds. The Company’s segments include Fuels, Food, and Feeds. The Fuels segment is engaged in the sale and distribution of domestic heating, industrial and road fuels. The Food segment is engaged in the warehousing and distribution of clients’ ambient grocery and other products to supermarkets and other retail distribution centers. The Feeds segment is engaged in the manufacture and sale of animal feeds and other agricultural products. The Company operates through its subsidiaries, which include NWF Agriculture Limited, New Breed (UK) Limited, Boughey Distribution Limited, and NWF Fuels Limited. Information for investors, including analyst consensus forecasts, can be found on the Group’s website at www.nwf.co.uk .

SThree CEO, Timo Lehne and CFO, Andrew Beach present full year results for the period ended 30 November 2023. Timo Lehne, CEO 00:16 - Introduction 01:56 - FY23 Highlights Andrew Beach, CFO 04:16 - Net Fee performance 06:18 - Operating profit 08:04 - Regional and Sector performance 08:56 - Employed Contractor model 09:24 - Productivity 10:01 - Techology improvement programme expenditure 10:58 - Operating profit bridge 11:24 - Contractor order book 12:01 - Contract performance 12:39 - Cashflow & Capital allocation 15:25 - Dividend policy 15:51 - Financial outlook Timo Lehne, CEO 16:17 - Strategic Pillars 16:55 - Places 17:42 - Technology Improvement Programme 26:06 - People 26:42 - Position 27:13 - ESG 27:45 - Outlook SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in Science, Technology, Engineering and Mathematics (STEM), providing permanent and flexible contract talent to a diverse base of over 7,200 clients across 11 countries (excluding Ireland, Luxembourg and Singapore, which as of 30 November 2023 were no longer going concern). Our Group's circa 2,700 staff cover the Technology, Life Sciences and Engineering sectors. SThree is part of the Industrial Services sector. We are listed on the Premium Segment of the London Stock Exchange's Main Market, trading with ticker code STEM.

Idox CEO, David Meaden and CFO, Anoop Kang present full year results for the period ended 31 October 23, followed by Q&A David Meaden, CEO 00:16 - Introduction 01:56 - FY23 highlights Anoop Kang, CFO 02:53 - FY23 financial highlights 05:28 - Group revenue 07:19 - Segmental performance 13:19 - Net debt 14:32 - Financial outlook David Meaden, CEO 16:11 - Strategic performance 17:57 - Group transformation 22:52 - Geospatial opportunities 26:08 - Summary & Outlook 27:23 - Q&A Idox plc is a United Kingdom-based supplier of specialist information management software and solutions to the public and asset intensive sectors. The Company has two segments: Public Sector Software (PSS) and Engineering Information Management (EIM). PSS segment delivers specialist information management solutions and services to the public sector. EIM segments delivers engineering document management and control solutions to asset intensive industry sectors. Its solutions include regulatory services, engineering information management, built environment, computer aided facility management (CAFM), public protection, electoral services, social care and special educational needs and disabilities (SEND), sexual health management, funding and information services, transport network management, hospital asset tracking and records management, and address data solutions. It caters various industries, including government, health, transport, engineering and construction, and other.