PIWORLD Investor Podcasts

Stephen Hemsley, Executive Chairman, Peter Molloy, CEO, B2B division, Jason Sayers, CEO, Filta International and Alex McNutt, CEO, Pirtek Europe present interim results for the six months ended 30 June 2023. Stephen Hemsley, Executive Chairman 00:16 - Introduction 01:29 - H1 23 Highlights 03:09 - Strategic Developments Peter Molloy, CEO, B2B Division 05:24 - B2B Division overview 09:59 - B2B Division performance Jason Sayers, CEO, Filta International 12:51 - FiltaMax strategy 16:09 - Waste Oil sales 17:09 - Filta International performance Alex McNutt, CEO, Pirtek Europe 18:49 - Pirtek Europe overview 23:25 - Pirtek Europe performance Stephen Hemsley, Executive Chairman 26:38 - B2C division overview 28:35 - P&L Statement 31:31 - Adjusted EPS and dividend 32:24 - Cashflow 34:57 - Corporate governance 36:00 - Corporate development and capital allocation 37:14 - Summary and Outlook 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 648 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 some 715 people across the Group. For further information, visit www.franchisebrands.co.uk

SThree CEO, Timo Lehne and CFO, Andrew Beach present half-year results for the six months ended 31 May 2023. Resilient performance in H1 driven by their contract business. Timo Lehne, CEO 00:16 - Introduction 02:02 - HY23 Highlights Andrew Beach, CFO 04:01 - Net Fee performance 05:07 - HY23 Financial performance 09:39 - Net fees by product type 10:33 - Net fees by skill & region 11:41 - HY23 Productivity 12:23 - Technology improvement programme spend 13:09 - Operating profit & Cash performance 14:23 - Dividend 14:40 - Contractor order book 15:27 - Financial summary Timo Lehne, CEO 16:17 - Strategic pillars 16:16 - Regions 17:54 - Technology improvement programme 22:36 - People 23:52 - Market position 24:27 - ESG 25:54 - Outlook SThree plc brings skilled people together to build the future. We are the only global specialist talent partner focused on roles in STEM, providing permanent and flexible contract talent to a diverse base of over 8,200 clients across 14 countries. Our Group's c.2,800 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.

James Dow, CEO & Nicole Burstow, CFO present full year 2023 results, followed by Q&A. James Dow, CEO & Nicole Burstow, CFO 00:17 Introduction James Dow, CEO 01:10 Overview of DSW 01:53 Investment case Nicole Burstow, CFO 02:34 Current service lines 04:30 DSW licence model 06:04 Licence model strengths 08:38 Central initiatives 11:23 FY23 performance highlights 13:35 Income statement 15:06 Balance sheet 15:41 Cash flow 16:34 Network KPI’s James Dow, CEO 17:52 Opportunities for growth 18:47 DSW Bridgewood 20:12 Target acquisition service lines 21:18 Recruitment pipeline 23:36 ESG 24:23 Summary 26:00 Outlook 26:44 Q&A DSW Capital plc (DSW) is a United Kingdom-based company, which operates as a mid-market, challenger professional services license network. The principal activity of the Company and its subsidiary, DSW Services LLP, is the licensing of the Dow Schofield Watts brand and associated brand names for use in the professional services sector. It operates licensing arrangements with 20 licensee businesses and 97 fee earners, across seven offices in England and two in Scotland, which primarily trade under the Dow Schofield Watts brand. Its United Kingdom market comprises approximately 5,000 professional services firms, which divided into three segments Big 4, mid-market and high-street. The Company offers a range of services, which includes ABL risk management, business planning, business recovery, corporate finance advice, debt advisory, DSW ventures, equity finance, financial due diligence, forensic services, industrial property solutions, tax advisory, valuation services, and wealth planning.

Ali Hall & Julie Lavington, Co-CEOs & Co-Founders, and Steve Dilks, CFO, present final results for the year ended 31 March 2023, followed by Q&A. Julie Lavington, Joint CEO 00:16 - Introduction 00:51 - FY23 Highlights Steve Dilks, CFO 02:58 - Net revenue & PBT 04:04 - Gross Profit 05:14 - Overheads 08:55 - Website performance 10:31 - Income statement & balance sheet Ali hall, Joint CEO 13:41 - Growth intiatives 15:05 - Product range Julie Lavington, Joint CEO 15:33 - DTC Optimisation Ali hall, Joint CEO 18:37 - Mobile App development Julie Lavington, Joint CEO 19:43 - Online routes to market Ali hall, Joint CEO 20:47 - In-store routes to market Julie Lavington, Joint CEO 22:16 - International Expansion 23:16 - Summary & Outlook 24:35 - Q&A Sosandar is one of the fastest growing women's fashion brands in the UK targeting style conscious women who have graduated from price-led alternatives. The Company offers this underserved audience fashion-forward, affordable, quality clothing to make them feel sexy, feminine, and chic. The business sells predominantly own-label exclusive product designed in-house. Sosandar's product range is diverse, providing its customers with an array of choice for all occasions across all women's fashion categories. The company sells through Sosandar.com and has brand partnerships in place with Next, John Lewis, Marks & Spencer, The Very Group, JD Williams and J Sainsbury. Sosandar's strategy is to continue growing brand awareness and expand its customer database, whilst also further driving its high levels of customer retention. This is achieved through its exceptional products, seamless customer experience and impactful, lifestyle marketing activities all of which is underpinned by combining innovation with data analysis. Sosandar was founded in 2016 and listed on AIM in 2017. More information is available at www.sosandar-ir.com

Wynnstay CEO, Gareth Davies, and Finance Director, Paul Roberts present interim results for the six months ended 30 April 2023, followed by Q&A. Gareth Davies, CEO 00:16 - introduction 01:00 - Business overview 08:33 - H1 23 Highlights Paul Roberts, Finance Director 12:20 - H1 23 Financial highlights 15:46 - Financial track record 16:10 - Cash flow & Net debt 17:35 - Segmental performance Gareth Davies, CEO 17:46 - Trading environment 20:27 - Agriculture division 27:19 Speciallist Agricultural Merchanting division 29:35 - Growth strategy Paul Roberts, Finance Director 30:30 - Investment Gareth Davies, CEO 33:10 - ESG 37:39 - Summary & Outlook 39:04 - 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).

Begbies Traynor Executive Chairman, Ric Traynor and Group Finance Director Nick Taylor present final results for the year ended 30 April 2023. Ric Traynor, Executive Chairman 00:16 - Introduction 01:22 - FY23 Highlights Nick Taylor, Group Finance Director 02:17 - FY23 Financial Highlights 04:01 - Per sector performance 10:24 - Cashflow 11:01 - Financial outlook Ric Traynor, Executive Chairman 12:12 - Market opportunity & position 18:00 - Case study 19:49 - Service offering 21:21 - Growth strategy 22:59 - Financial track record 23:36 - Summary 24:28 - Q&A Begbies Traynor Group plc is a leading professional services consultancy, providing services from a comprehensive network of UK and off-shore locations. Our professional team include licensed insolvency practitioners, accountants, chartered surveyors, bankers and lawyers. We provide the following services to our client base of corporates, financial institutions, the investment community and the professional community.

TPXimpact CEO, Björn Conway and CFO, Steve Winters present results for the year ended 31 March 2023, followed by Q&A. Björn Conway, CEO 00:16 - Introduction 01:46 - FY23 Summary 04:13 - Market Overview 08:21 - Case Studies Steve Winters, CFO 09:58 - FY23 Financial highlights 12:51 - Revenue 16:18 - ESG Björn Conway, CEO 19:57 - Strategy update 23:30 - Current trading and outlook 26:42 - Q&A We believe in a world enriched by people-powered digital transformation. Working together in close collaboration, we want to help our clients reimagine their organisations, services and experiences to accelerate positive change and build a future where people, places and the planet are supported to thrive. Led by passionate people, we care deeply about the work we do and the impact we have in the world. Working alongside our clients teams, we work to understand their unique challenges and find new ways forward together; challenging assumptions, testing new approaches and building capabilities, leaving them with the tools, the insight and the confidence to continue iterating and innovating. Combining rich heritage and expertise in human-centred design, data, experience and technology, we bring over 15 years experience across the public, private and third sectors, creating sustainable solutions with the flexibility to learn, evolve and change. The business is being increasingly recognised as a leading alternative digital transformation provider to the UK public services sector, with c.72% of its client base representing the public sector and c.28% representing the commercial sector. More information is available at www.tpximpact.com.

ActiveOps CEO, Richard Jeffrey and CFO, Ken smith present full year results for the year ended 31 March 2023. Richard Jeffrey, CEO 00:16 - Introduction 02:11 - Products 02:32 - FY23 Highlights Ken Smith, CFO 04:33 - FY23 Financial highlights 06:21 - P&L Performance 07:23 - EBITDA 08:16 - Cashflow 08:46 - Financial platform Richard Jeffrey, CEO 09:33 - Market opportunity 11:41 - AI 13:00 - CaseworkiQ 14:12 - TD Bank case study 15:12 - Development roadmap 17:32 - Pricing 18:34 - ESG 20:07 - Current trading & Outlook ActiveOps is a leader in Management Process Automation (MPA), providing a SaaS platform to large enterprises with complex and often global back-offices. The Group's software and embedded back-office operations management methodology enables enterprises to adopt a data-driven, scientific approach to organising work and managing capacity. The Group's enterprise platform comprises its MPA software products and AOM, the Group's operations methodology and framework for effective back-office management. Together, this combination of software and embedded methodology enables operations managers to balance the competing priorities of meeting service and quality standards while improving productivity and reducing cost. As at 31 March 2023, the Group had 179 employees, serving its global customer base of over 80 enterprise customers from offices in the UK, Ireland, USA, Australia, India and South Africa. The Group's customers are predominantly in the banking, insurance and business process outsourcing (BPO) sectors, including Nationwide, TD Bank, Anthem Inc and DXC Technology.

IG Design Group Non-Executive Chair, Stewart Gilliland and CEO/CFO Paul Bal present results for the year ended 31 March 2023, followed by Q&A. Stewart Gilliland, Non-Executive Chair 00:16 - Introduction 00:32 - FY23 Highlights Paul Bal, CEO/CFO 03:49 - FY23 Financial summary 06:50 - Revenue performance 08:43 - Per category performance 09:51 - Profit & Loss 14:53 - Cashflow 17:36 - DG Americas update 21:58 - DG International update 23:11 - Senior leadership update 25:31 - Updated strategy Stewart Gilliland, Non-Executive Chair 31:18 - Summary and outlook 32:46 - Q&A IG Design Group plc is a United Kingdom-based company that is engaged in the design manufacture and distribution of celebration, craft & creative play, stationery, gifting and not-for-resale consumable products. The Company is a producer of Celebrations products, including greetings cards, gift wrap, Christmas crackers, gift bags and partyware. The Company design, manufacture and sources a range of stationery products for consumers of all ages, for use in education, commercial and home settings. Its not-for-resale consumables product combines Polaris business with Paper Twist Handle Bags. The Company’s segments include DG Americas and DG International. The DG Americas segment includes overseas operations in Asia, Australia, the United Kingdom (UK), India and Mexico, and the United States companies. The DG International segment comprises the consolidation of the separately owned UK, European and Australian businesses.

Mindgym CEO, Octavius Black and CFO, Dominic Neary present results for the year ended 31 March 2023. Delivering a robust performance, with double-digit revenue growth and an encouraging return to profitability. Octavius Black, CEO 00:16: Introduction Dominic Neary, CFO 00:55 - FY23 Highlights 03:04 - Revenue Growth 04:29 - Operating margin Octavius Black, CEO 06:03 - Market Opportunity 08:25 - Business model 10:36 - Performa 13:11 - Diagnostics platform 19:55 - Outlook Mind Gym is a company that delivers business improvement solutions using scalable, proprietary products which are based on behavioural science. The Group operates in three global markets: business transformation, human capital management and learning & development. Mind Gym is listed on the London Stock Exchange Alternative Investment Market (ticker: MIND) and headquartered in London. The business has offices in London, New York and Singapore. Further information is available at www.themindgym.com