Light Science Technologies Holdings Plc · LSE:LST
Light Science Technologies — FY2025 Earnings Presentation
15 slides from Light Science Technologies's earnings presentation, April 2026
Slide 1: Financial Year 2025 Final Results & Company Update
Financial Year 2025 Final Results & Company Update (AIM:LST) April 2026
Slide 2: Management Team
Management Team Simon Deacon Jim Snooks Andrew Hempsall Chief Executive Officer CFO / Company Secretary Chief Operating Officer Background: Background: Background: Over 30 years' experience Solid commercial awareness PLC and PE environments Founder Over 30 years in senior finance roles Over 30 years
Slide 3: Group Operational Highlights FY25
Group Operational Highlights FY25 AgTech (AGT) Awarded NTU contract worth c.£0.46m (increased post-period to c.£0.60m) Strengthened sensorGROW® IP position through patent grant Contract Electronics Manufacturing (CEM) Focused on de-risking high customer concentration and gearing for entry into highe
Slide 4: Financial Overview | Group Revenue & Gross Profit
Financial Overview | Group Revenue & Gross Profit For Financial Years ending 30 November 14000 12000 YoY% 29.5 YoY% (28.3) 10000 YoY% 13.8 Group revenue (FY25) YoY% 10.5 8000 Group revenue of £8.6m for FY25 (£12.0m FY24) 6000 Year-on-year Group revenue reduced by 28.3% 4000 Revenue reduction relates
Slide 5: Financial Overview | Group EBITDA & Net Profit/Loss Before Tax
Financial Overview | Group EBITDA* & Net Profit/Loss Before Tax 2000 For Financial Years ending 30 November 1000 0 Group EBITDA* -1000 Continued overhead cost control in all divisions and holding company -2000 Administrative expenses increased only 8.0% (FY24: £3.34m to FY25: -3000 EBITDA* £’000 FY2
Slide 6: Financial Overview | Group Balance Sheet
Financial Overview | Group Balance Sheet £,000 30/11/21 30/11/22 30/11/23 30/11/24 30/11/25 Further investment to expand capacity and facilitate continued Goodwill and Acquisition Intangible growth Assets - - 1,422 1,327 1,231 Development Assets: Further product development investment in AGT Develop
Slide 7: Market opportunity and Drivers
Market opportunity and Drivers AgTech Contract Electronics Manufacturing Passive Fire Protection Market opportunity £12.7bn ⌂ Market opportunity £21bn* Market opportunity £50bn** c.£34m current quoted pipeline c.£1m current quoted pipeline c.£20m current quoted pipeline Gross margin FY25 43.0% Gross
Slide 8: AgTech Division Overview
AgTech Division Overview Agtech divisions core products: Lighting Environment computers sensorGROW® c.£450k of new orders won, one of which is a Welsh university contract Engaged a new sales executive to support scaling of sensorGROW® internationally Implementation of sensorGROW® through global rese
Slide 9: Contract Electronics Manufacturing Division Overview
Contract Electronics Manufacturing Division Overview Transitioning into more profitable Defence, Medical and Healthcare markets, with superior gross margins New processes implemented and accreditations awarded Investment in new equipment and technologies to further improve efficiency New factory tou
Slide 10: Passive Fire Protection Division Overview
Passive Fire Protection Division Overview Acquisition of patent protected material provider, Injectaclad, servicing 11 installers across the UK Injectaclad acquisition opens potential opportunity for c.£130m of quoted pipeline (based on an assumed c.£10m average quoted pipeline per external installe
Slide 11: Passive Fire Protection Division Overview (cont'd)
Passive Fire Protection Division Overview (cont’d) Driven by Fire Safety Act 2021 & Building Safety Act 2022 Government-led pledge for £6bn industry contribution to assist with national remediation works. £1.1bn of this pledge has already been spent Contract conversion significantly slower than anti
Slide 12: Group | Communications | Events
Group | Communications | Events Media Room for content creation & interviews 19 RNS / RNSR’s and 12 shorts published 24 interviews completed Drone tours, Active on: Marketing graphic design, Manager employed marketing and comms Group posts - (20/04/25 - 19/04/26) 437 posts 7 trade shows 160,137 impr
Slide 13: Summary
Summary £6.6m fundraising post year Transformational acquisitions for the Group, significantly enhancing our ability to generate revenue at scale Strengthened balance sheet provides a solid platform for sustainable and profitablegrowth c.£55m current Group quoted pipeline c.£4m forward orders Clear
Slide 14: Disclaimer
DISCLAIMER IMPORTANT INFORMATION The information contained in these slides and this presentation is being supplied to you by Light Science Technologies Holdings plc (the “Company”) solely for your information. For the purposes of this disclaimer references to the “Presentation” shall mean and includ
Slide 15: Questions | Thank you
Questions | Thank you lightsciencetechnologiesholdings.com
Light Science Technologies Holdings — FY2025 Earnings Presentation on 6ix