Tandem Group Plc · LSE:TND
Tandem — Investor Presentation (March 2026)
23 slides from Tandem's investor presentation, March 2026
Slide 1: Investor Pack March 2026
Tandem Group pic Investor Pack March 2026
Slide 2: Tandem Group plc
Tandem Group plc Peter Gurvinder Charlie Foulkes Dave Poulter Kimberley Kaur Group Digital & Group Chief Group Chief Group Chief Marketing Director Commercial Executive Financial Officer Officer Officer
Slide 3: Agenda
AGENDA • Product Showcase Video • Retail & Market Landscape • Economic Landscape • Product / Brand Performance & Outlook • Summary
Slide 4: Showcase Video
Tandem Group pic Showcase Video
Slide 5: About Us
About Us BUSINESS DIVISIONS Toys, Sports & Bicycles Golf Home & Leisure Adult, Junior, Electric & Push Garden Outdoor Play & Kids Trolleys, Package Outdoor Living & Licensed Wheeled Mechanical & Sets, Bags, Clubs Home Essentials Toys eBikes • UK based designers, developers, importers, distributors a
Slide 6: Retail & Market Landscape
Retail & Market Landscape UK supply chain can't escape uncertainty following the Iran war
Slide 7: Economic Landscape
Economic Landscape • Interest rates 3.75% - Banks are • Middle East War impacting increased nervous costs in Sea freight and raw materials. • Inflation rate at 3.2% in January, outlook • Supply chain timelines getting even for 2026 was 2.3% longer • Energy price cap reductions easing • Trump Tariff
Slide 8: 2025 Financial Performance
2025 Financial Performance Turnover Growth Gross Margin EBITDA Turnover growth Gross Margin % EBITDA 6.2% 31.1% £1.2m (+£1.5m YoY) (+£0.8m YoY) (+£0.5m YoY) Stock Level Borrowings Strong Balance Control Sheet Inventories IBD Net assets £4.4m £1.9m £26.1m (-£1.5m YoY) (-£2.4m YoY) (+£2.2m YoY)
Slide 9: 2026 Financial Outlook
2026 Financial Outlook FY24 FY25 FY26E* Results and outlook Revenue £24.6m £26.2m £27.8m Gross profit £7.4m £8.1m £8.5m Costs £7.0m £7.2m £7.4m Finance costs £0.4m £0.3m £0.4m Profit before tax £0.0m £0.6m £0.7m *Cavendish Capital Markets, current market expectations of performance for FY26.
Slide 10: Toys, Sports & Leisure
Toys, Sports & Leisure 2025 Performance 2026 Outlook • Revenue declined 17.5% year-on-year, reflecting • Exclusive UK & Ireland partnership secured with Netflix softer demand across discretionary categories and for 2x Academy Award-winning K-Pop Demon Hunters - evolving retailer purchasing patterns.
Slide 11: Toys, Sports & Leisure Retail Distribution
Toys, Sports & Leisure Retail Distribution
Slide 12: Toys, Sports & Leisure Licensed Brands
Toys, Sports & Leisure Licensed Brands
Slide 13: Bikes
Bikes 2025 Performance 2026 Outlook • Sales grew +38% vs last year • The leading distributor in affordable eBikes and mechanical bikes to national retailers and • A challenging market across all channels independent bike dealers • Own-brand electric bike sales grew +70% and now • A comprehensive ran
Slide 14: Bikes New Products
Bikes New Products Falcon Liberty Low Step eBike Falcon Liberty Crossbar eBike Falcon Heritage eBike Falcon Compact eBike Falcon Junior 26" Range Falcon Breeze eBike
Slide 15: Golf
Golf 2025 Performance 2026 Outlook: Ben Sayers • Sales grew 9% vs last year • Ongoing development of the next generation of electric trolleys • Golf Datatech reported +6% full year market growth • Transition more key accounts to direct container • Ben Sayers gained market share with new package purc
Slide 16: Golf New Products
Golf New Products Ben Sayers M8 Package Sets – Camo Ben Sayers Hydra Pro Cart Bags Ben Sayers LTE Pencil Stand Bags Exclusive
Slide 17: Home & Garden
Home & Garden 2025 Performance 2026 Outlook • Sales +30% vs last year - multiple heatwaves , boosting • Performance tracking to sales forecast expectation demand for cooling & outdoor products • Growing product range listings by year-end, +15% L4L • Over 260 Home & Garden SKU’s across website & o Q1
Slide 18: Home & Garden New Products
Home & Garden New Products Hot & Cool Fan Heater Cooling Panel Heaters Internal Seating Metal Planters/Screens Outdoor Living Parasol & Awnings Garden Decor Metal & Wooden Storage
Slide 19: Electric Life Shop & Website
Electric Life Shop & Website • 2026 saw the addition of global brands Trek, Brompton and Amflow to complement the existing portfolio of Orbea, VanMoof, Whyte, Tern alongside own-brands Claud Butler, Dawes and Falcon • Website growth; Sessions +14%, Users +19% and transactions +40% • Range extensions
Slide 20: Warehouse Operations
Warehouse Operations • Completely self-sufficient, 160,000 sqft premises owned by the group • Perfectly located adjacent to our existing premises • Commercial and strategic benefit • Third Party Storage • Cost saving efficiencies being realised
Slide 21: Summary
Summary Strong Exploring Talented Balance Acquisition Colleagues Sheet s Growing Increasing European Customer Market Expansion Base Share Driving Freight New Operation Cost Product al Fluctuatio Innovatio Efficiencie ns n s Middle East Rising Hong Kong & Tariff Employm Sourcing Uncertainty ent Costs
Slide 22: Q&A
Q&A
Slide 23: Disclaimer
Disclaimer This document does not constitute or form part of any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for, any shares in the Company, nor shall any part of it nor the fact of its distribution form part of or be relied on in connection with a