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Investor Meet Company - Audio Archive

Investor Meet Company

An audio archive of all investor presentations from UK listed companies hosted on Investor Meet Company.

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  • 27 episodes
  • Updated Today

Episodes27

Newest first
  • July 29

    LIKEWISE GROUP PLC - Investor Update

    Likewise Group PLC outlined a transformational growth strategy centred on a successful equity raise of approximately £30 million, providing the financial flexibility to accelerate expansion, strengthen its logistics network and increase long-term shareholder value. The investor update highlighted the acquisition of a new freehold distribution hub in Corby, alongside continued investment in Newport and Derby, significantly expanding operational capacity and positioning the business to grow annual revenue from around £200 million to £300 million. Management reported a strong start to the financial year, with positive sales momentum, improving gross margins and confidence in delivering its £4 million profit before tax (PBT) target despite higher distribution costs. The Group also emphasised its robust balance sheet, growing freehold property portfolio, disciplined capital investment and scalable distribution infrastructure, which support future market share gains and additional growth opportunities across the UK flooring market. With continued investment in supply chain efficiency, logistics capacity and sales expansion, Likewise believes it is well positioned to deliver sustainable revenue growth, improved profitability and enhanced long-term company performance.

  • July 29

    GCP INFRASTRUCTURE INVESTMENTS LIMITED - Q2 NAV update

    GCP Infrastructure Investments delivered an investor update highlighting its resilient company performance, disciplined capital allocation strategy and continued focus on generating reliable long-term income from a diversified portfolio of UK infrastructure debt investments. The FTSE 250 investment company reported a portfolio valued at approximately £810 million across 47 operational assets, with exposure to renewables, PFI/PPP and supported social housing, generating an average portfolio yield of around 8% and benefiting from inflation-linked cash flows. Management emphasised the strength of its 15-year track record of paying a stable dividend, maintaining its 7.0p per share annual dividend target, supported by strong cash flow visibility and approximately £200 million of expected loan repayments over the next four years. The company also outlined significant progress on its capital recycling programme, exceeding its £150 million disposal target with £181 million of asset sales completed at or around NAV, alongside £74 million of share buybacks and the elimination of fund-level debt. Looking ahead, GCP Infrastructure expects to continue asset disposals, with a further £130 million pipeline supporting additional capital returns while maintaining a disciplined approach to portfolio optimisation. Management believes the current c.16-17% discount to NAV and dividend yield approaching 9% represent an attractive entry point, underpinned by defensive infrastructure assets, strong capital preservation, diversified public sector-backed revenue streams and a long-term growth strategy focused on delivering sustainable shareholder returns.

  • July 29

    RTC GROUP PLC - Interim Results

    RTC Group PLC delivered a resilient investor update with solid interim financial results despite challenging market conditions, rising fuel and employment costs, and weaker activity in selected international and energy markets. The company maintained healthy profit, stable gross margins, strong cash generation, and a robust balance sheet with no term debt, supporting continued dividend payments and shareholder returns. Management highlighted a strong order book strengthened by six major contract wins across rail and energy, providing confidence in future revenue growth as long term infrastructure investment accelerates. The business continues to execute its growth strategy through organic expansion while remaining disciplined on acquisitions, focusing on value and shareholder returns. Rail performance remained strong, energy market activity is expected to improve as smart metering transitions progress, and water sector opportunities are increasing through AMP8 investment. With healthy cash reserves, strong debt management, experienced leadership, and exposure to major infrastructure markets, RTC Group remains well positioned to benefit from future investment, improve company performance, protect EBITDA and margins, and deliver sustainable long term value for investors.

  • July 29

    MOBICO GROUP PLC - Audited results for the 15-months ending 31 March 2026

    Mobico Group’s investor update highlighted a strong start to 2026, underpinned by improving operational performance, disciplined cost management and continued progress in reducing legacy risks. For the 15-month reporting period, revenue increased 6% to £3.4bn, adjusted operating profit rose 18% to £231m and the Group generated £132m of free cash flow, while first-quarter 2026 revenue and adjusted operating profit showed further acceleration. Management upgraded full-year adjusted operating profit guidance to £215m–£230m, reflecting robust trading momentum led by ALSA, which delivered record performance driven by growth across its Spanish, international and diversified transport operations. The Group also outlined significant progress in restructuring German rail contracts, streamlining UK operations, delivering £75m of targeted cost savings and reducing capital expenditure to strengthen cash generation and deleverage the balance sheet. Mobico remains focused on operational excellence, improving margins, disciplined capital allocation and resolving legacy liabilities while pursuing asset-light growth opportunities in key international markets, including Saudi Arabia and the US. Management reiterated that debt reduction remains the Group’s highest priority, supported by strong liquidity, improving cash flow and ongoing strategic initiatives designed to enhance long-term shareholder value.

  • July 28

    NWF GROUP PLC - Full Year Results

    NWF Group PLC's FY26 investor presentation highlighted higher revenue, 2.7% EBITDA growth, and 3.1% growth in operating profit, supported by strong cash generation despite volatile oil markets. Performance was driven by a 19% increase in food operating profit, stable results in feeds, and an improved second half in fuels. The company also outlined its growth strategy, including bolt on acquisitions, operational improvements, and expansion of its food logistics network, while increasing the dividend by 3.6% and expecting FY27 performance to be broadly in line with FY26.

  • July 28

    STAFFLINE GROUP PLC - Results for the six months ended 30 June 2026

    Staffline Group delivered a strong H1 2026 investor update, with revenue increasing 15.2%, gross profit rising 13.3% and operating profit up 57.6%, driven by robust demand for temporary recruitment, record permanent placement growth in Ireland and continued market share gains across essential sectors including logistics, food manufacturing and public services. The Group reported a 383% increase in profit before tax, improved gross profit conversion, disciplined cost control and strong cash generation, while maintaining significant financing headroom despite higher working capital investment to support accelerating demand. Management highlighted record temporary worker hours, successful contract wins, resilient blue-chip customer relationships and continued expansion in the Republic of Ireland as key growth drivers. Staffline also emphasised its disciplined capital allocation strategy, with share buybacks reducing the share count by 30% since 2023 and enhancing earnings per share. Looking ahead, management expects trading to remain at the top end of market expectations, supported by a strong order pipeline, ongoing contract renewals, favourable market conditions and continued operational momentum. The Group remains focused on sustainable growth, expanding its recruitment services portfolio, improving margins and delivering long-term shareholder value through operational excellence, cash generation and strategic investment.

  • July 27

    EMV CAPITAL PLC - Virtual Meet the Portfolio - AMR Bio and ProAxsis

    EMV Capital PLC’s latest investor update showcases the progress of two high-potential life sciences portfolio companies, AMR Bio and ProAxsis, highlighting the group’s venture-building strategy and long-term value creation model. EMV Capital has expanded assets under management to £112 million across more than 70 portfolio companies, with a focus on scaling innovative deep-tech and healthcare businesses through strategic investment, operational support and capital syndication. AMR Bio demonstrated strong momentum with its lead antimicrobial candidate XF-73, which has delivered highly positive Phase 2b clinical results, received key FDA Fast Track and regulatory designations, and is progressing towards Phase 3 development, targeting the significant global surgical infection prevention market. Meanwhile, ProAxsis continues to build commercial traction through its proprietary protease biomarker technology, expanding recurring revenue across pharmaceutical, biotech and clinical research customers while targeting future growth in respiratory diagnostics, point-of-care testing and broader disease applications. Supported by experienced management teams, expanding commercial partnerships and clear routes to value realisation, EMV Capital remains focused on accelerating portfolio growth, driving revenue generation and delivering long-term shareholder returns through strategic exits and continued investment in high-growth life sciences innovation.