Trading Update

19 November 2025

Rotork plc

Trading update

Full year expectations unchanged; new share buyback announced

Rotork plc ('Rotork'), the market-leading global provider of mission-critical intelligent flow control solutions, today issues the following update covering the four-month period to 31 October 2025 (the 'period').

Trading update

The Group's performance in the period was in line with management expectations. Group order intake was 6% higher year-on-year on an organic constant currency¹ ('OCC') basis, with all three divisions ahead and particularly good growth in Chemical, Process and Industrial ('CPI'). The initial performance of Noah has been pleasing, and including its contribution, order intake was 8% higher year-on-year during the period.

Overall end markets remain supportive and the Growth+ strategy continues to position us to grow ahead of our broader end markets by focusing on Target Segments in faster growing niches, new end markets and on market share opportunities.

Divisional commentary

Oil & Gas continued to benefit from electrification trends in upstream markets, good revenue growth in Rotork Service and stable downstream markets. The division recorded strong growth in EMEA during the period, with more subdued trends in Asia Pacific.

CPI performed strongly in the period. The division is benefitting from its focus on Target Segments, with particularly good revenue growth in HVAC (including data centres) and marine markets. Regionally, CPI recorded strong growth in the Americas and EMEA.

Water & Power achieved good growth in water infrastructure, alternative energy and the Americas in the period. The water market pipeline remains strong driven by regulation, infrastructure upgrades and desalination investment. The outlook for the power market remains encouraging, particularly in the nuclear segment.

Outlook

Rotork's full year expectations are unchanged and the Group continues to anticipate 2025 to be another year of progress on an OCC basis.

New £50m buyback announced

Rotork's cash generation and balance sheet are robust, and we remain committed to our disciplined capital allocation policy. We continue to evaluate strategic acquisition opportunities aligned with our Growth+ strategy and have an attractive pipeline of opportunities. At the same time, consistent with our capital allocation priorities and financial strength, the Board has approved a new share buyback programme to return an additional £50m to shareholders.

Financial position update

Net cash including lease liabilities at 31 October 2025 was £37.3m (June 2025: £43.3m). During the period Rotork returned £51.7m to shareholders, through payment of an interim dividend (£24.5m) and completion of the buyback programme announced in March 2025 (£27.2m).

Rotork will publish its 2025 Full Year results on Tuesday 10 March 2026.

- Ends -

Notes:

¹ OCC is organic constant currency results excluding acquired and discontinued businesses with 2024 restated at 2025 average rates.

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About Rotork

Rotork is a market-leading global provider of mission-critical intelligent flow control solutions for oil and gas, water and wastewater, power, chemical process and industrial applications. Rotork helps customers around the world to improve efficiency, reduce emissions, minimise their environmental impact and assure safety. Rotork employs about 3,500 people, has manufacturing facilities in more than 15 locations and serves 170 countries through a global service network. Its ordinary shares are listed on the main market of the London Stock Exchange (symbol: ROR), with a commercial companies (equity shares) category listing. Rotork is a constituent of the FTSE 250 index. For more information, please visit www.rotork.com.