Slide 1: Full Year Results 2026
Full Year Results 2026 11 June 2026 Marc Ronchetti – Group Chief Executive Carole Cran – Chief Financial Officer
Slide 2: Introduction
Introduction Marc Ronchetti Group Chief Executive Daniel Cairnie Growing a safer, cleaner, healthier Applications Engineer, Ocean Optics future for everyone, every day Halma Full Year Results 2026 – 11 June 2026
Slide 3: Record results and investment for future growth
Record results and investment for future growth 23rd consecutive year of profit growth Delivered strong broad-based organic growth across all sectors Performance enabling continued substantial reinvestment… …across innovation, talent and acquisitions Halma Full Year Results 2026 – 11 June 2026 3
Slide 4: Our Sustainable Growth Model
Ambitious purpose Culture and DNA Agile business Our Sustainable model Growth Model Long-term growth markets Clear growth strategy
Slide 5: Financial Review
Financial Review Carole Cran Chief Financial Officer Anila John Growing a safer, cleaner, healthier Test Engineer, CenTrak future for everyone, every day
Slide 6: FY26: Delivering on all our financial targets
FY26: Delivering on all our financial targets Organic revenue growth1,8 Organic profit growth1,9 Adjusted EBIT margin2,8,9 EPS growth +16.2% +19.0% 22.7% +21.0% Target Photonics premium range ~8% 19% -23% Target ≥10% Target Target ≥5% ≥5% R&D investment Acquisition profit growth11 Cash conversion Re
Slide 7: Strong broad-based organic revenue growth
Strong broad-based organic revenue growth 1 Organic1 +16.2% +2.5% £2,572m £2,582m +14.4% +0.5% +14.9% (1.5)% ~8% (2.8)% £2,248m Price 1-2% FY25 Organic1 Photonics Acquisitions Disposals Currency FY26 One-off10 FY26 premium4 Ex one-off10 For footnotes, see slide 43 Halma Full Year Results 2026 – 11 J
Slide 8: Strong broad-based Adjusted EBIT growth and margin
Strong broad-based Adjusted EBIT growth and margin 2 2 Adj. EBIT Adj. EBIT2 margin margin 22.7% 23.0% £585m £594m +3.9% +0.2% +1.9% +22.2% +19.0% +20.3% Adj. EBIT2 (2.8)% margin 21.6% £486m FY25 Organic1 Acquisitions Disposals Currency FY26 One-off10 FY26 Ex one-off10 For footnotes, see slide 43 Hal
Slide 9: Safety Sector: broad-based growth and strong margin
Safety Sector: broad-based growth and strong margin Summary Revenue +6.5% £947m • Continued organic revenue 1 +5.0% growth (0.6)% (0.9)% • Broad-based performance, led by £902m Public Safety subsector • Third year of double-digit organic profit growth • Profit margin up 260bps FY25 Organic1 Acquisit
Slide 10: Environmental & Analysis Sector: very strong growth
Environmental & Analysis Sector: very strong growth 10 (excluding one-off ) Summary Revenue8.10 +2.7% £1,028m • Very strong revenue and profit growth +34.4% +32.3% • Double-digit organic growth across (4.8)% all subsectors • Continued investment in R&D • Strong contribution from £127m 12 Brownline a
Slide 11: Healthcare Sector: broad-based recovery
Healthcare Sector: broad-based recovery Summary Revenue +1.4% +6.3% £598m • Continued broad-based recovery +4.9% in end markets (2.8)% £570m • Good organic1 revenue growth in all three subsectors • Profit margin up 100bps • Good level of revenue invested in R&D 1 FY25 Organic Acquisitions Currency F
Slide 12: Over £600m invested for future growth
Over £600m invested for future growth £300m £200m Working £100m capital outflow 0 £66m Investment £(100)m (R&D and capex)15 £(200)m £179m £(300)m £(400)m FY25 £(500)m Net EBITDA acquisition £(600)m Net debt13 14 pre-R&D spend16 £536m Dividend £(700)m £769m £475m £90m FY26 Gearing 0.97x Tax, interest
Slide 13: FY27 outlook
FY27 outlook Positive start to the year Economic and geopolitical uncertainty 1 Expect low double-digit percentage OCCY revenue growth… 4 …including photonics premium of c.5pp of Group growth 2 10 Adjusted EBIT margin expected to be in line with FY26 For footnotes, see slide 43 Halma Full Year Resul
Slide 14: Strategy Update
Strategy Update Marc Ronchetti Group Chief Executive Agneta Vasciac Growing a safer, cleaner, healthier Production Operative, FFE future for everyone, every day Halma Full Year Results 2026 – 11 June 2026
Slide 15: Our Sustainable Growth Model
Ambitious purpose Culture and DNA Agile business Our Sustainable model Growth Model Long-term growth markets Clear growth strategy
Slide 16: Sustainable double-digit compounding growth
Sustainable double-digit compounding growth 8 9 Revenue (£m) FY26 : 2 Adjusted EBIT (£m) FY26 : £2,572m £585m 600 2,500 20-year CAGR 20-year CAGR 500 2,000 11% 12% 400 1,500 300 1,000 200 500 100 0 0 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19
Slide 17: Continuous investment for future growth
Continuous investment for future growth Investment in Investment in Investment in our talent, network our companies acquisitions and capabilities Halma Full Year Results 2026 – 11 June 2026 17
Slide 18: Investment in our companies
Investment in our companies Our companies invest substantially in R&D and innovation to continue to grow and scale over the long term £123m invested in R&D BEA’s EVOLOOP for automatic car barriers SunTech applied its established clinical monitoring expertise to veterinary care Crowcon’s new IQ produ
Slide 19: Investment in our talent, network and capabilities
Investment in our talent, network and capabilities We invest in our talent, network and capabilities to help our companies grow faster Accelerate CEO leadership conference 300 leaders participated in development programmes Catalyst graduate programme Talent Partners’ conference Halma Full Year Resul
Slide 20: Video
Video
Slide 21: Investment in our talent, network and capabilities
Investment in our talent, network and capabilities We invest in our talent, network and capabilities to help our companies grow faster Accelerate CEO leadership conference 300 leaders participated in development programmes Catalyst graduate programme Talent Partners’ conference Halma Full Year Resul
Slide 22: Investment in acquisitions
Investment in acquisitions We acquire purpose-aligned companies for the long term and actively manage our portfolio Safety Environmental & Analysis Healthcare Acquisitions: Dec 2025 Jan 2026 Aug 2025 Apr 2026* Apr 2025 Feb 2026 Apr 2026* £226m £64m £127m c.£8m £1m £29m c.£67m Standalone Standalone S
Slide 23: Video
Video
Slide 24: Continuous investment for future growth
Continuous investment for future growth Investment in Investment in Investment in our talent, network our companies acquisitions and capabilities Halma Full Year Results 2026 – 11 June 2026 24
Slide 25: Summary
Summary Successful delivery underpinned by: Strength of our Sustainable Growth Model Continuous sustainable investment Confidence in delivering for the long term Halma Full Year Results 2026 – 11 June 2026 25
Slide 26: Questions
Questions Tobbin Tomy Panel Wireman, Nuvonic Halma Full Year Results 2026 – 11 June 2026 26
Slide 27: Appendices
Appendices Halma
Slide 28: Revenue and profit
Revenue and profit 10 First and second half performance, excluding one-off First half FY26 Second half FY26 Full year FY26 Reported revenue £1,228m (+14.3%) £1,344m (+14.5%) +14.4% Organic revenue 1 +16.7% +15.7% +16.2% Reported EBIT £273m (+22.8%) £312m (+18.2%) +20.3% Organic EBIT 1,2 +22.7% +15.9
Slide 29: Revenue and profit
Revenue and profit 10 First and second half performance, including one-off First half FY26 Second half FY26 Full year FY26 Reported revenue £1,237m (+15.2%) £1,345m (+14.6%) +14.9% Organic revenue 1 +17.6% +15.8% +16.6% Reported EBIT £282m(+26.5%) £312m(+18.5%) +22.2% Organic EBIT 1,2 +26.7% +16.1%
Slide 30: Broad-based revenue growth across all regions
Broad-based revenue growth across all regions 10 Revenue split and change by destination, excluding one-off Reported Organic1 constant currency Other Other +6% +5% Asia Pacific Asia Pacific +6% 7% US +8% US 13% +19% +26% 48% £2,572m UK 13% UK +16.2% +14.4% +9% +8% 19% Europe Europe +16% +9% For foot
Slide 31: Broad-based revenue growth across all regions
Broad-based revenue growth across all regions 10 Revenue split and change by destination, including one-off Reported Organic1 constant currency Other Other +6% +5% Asia Pacific Asia Pacific +10% 7% US +12% US 13% +19% +26% 48% £2,582m UK UK +16.6% 13% +14.9% +9% +8% 19% Europe Europe +16% +9% For fo
Slide 32: Sector performances
Sector performances Revenue Profit 5 Healthcare Safety Healthcare Safety +5% 23% 37% +5% +10% 22% +16% 39% £2,582m £594m Environmental Environmental 39% 40% & Analysis & Analysis +34% +35% 10 Revenue excl. one-off 5 Profit excl. one-off 10 Healthcare Safety Healthcare Safety +5% 23% +5% +10% 22% 37%
Slide 33: Sector performances: Organic constant currency
Sector performances: Organic constant currency Revenue Profit 5 Healthcare Safety Healthcare Safety +6% +7% +10% +13% +16.6% +20.9% Environmental Environmental & Analysis & Analysis +36% +36% 10 Revenue excl. one-off 5 Profit excl. one-off 10 Healthcare Safety Healthcare Safety +6% +10% +13% +7% +16
Slide 34: Safety Sector
Safety Sector Revenue split and change by destination Reported Organic1 constant currency Other Other +0% +1% US US Asia Pacific 9% Asia Pacific (8)% +2% +11% 24% +13% 17% £948m +6.5% UK 19% Europe UK Europe 31% +14% +7% +6% +9% For footnotes, see slide 43 Halma Full Year Results 2026 – 11 June 2026
Slide 35: Environmental & Analysis Sector
Environmental & Analysis Sector 10 Revenue split and change by destination, excluding one-off Reported Organic1 constant currency Other Other Asia Pacific (10)% Asia Pacific (14)% +11% 3% +14% UK 9% UK US US +11% +9% 10% +42% +49% Europe £1,028m 68% Europe +34.4% 10% +37% +17% For footnotes, see sli
Slide 36: Environmental & Analysis Sector
Environmental & Analysis Sector 10 Revenue split and change by destination, including one-off Reported Organic1 constant currency Other Other (10)% (14)% Asia Pacific Asia Pacific +22% 3% +25% 10% UK UK US US +11% 68% +9% 10% +42% +49% £1,038m +35.7% Europe 9% Europe +37% +17% For footnotes, see sli
Slide 37: Environmental & Analysis Sector
Environmental & Analysis Sector 10 (including one-off ) Revenue8 +2.7% £1,038m +35.7% +33.6% (4.8)% £777m FY25 Organic1 Acquisitions Currency FY26 (net of disposals) 6,9 Profit Profit6,9 R&D spend Acquisition profit £251m: margin £35m: contribution7 +35% 24.1% +23% +4.3% Organic1:+36% FY25: 23.9% 3.
Slide 38: Healthcare Sector
Healthcare Sector Revenue split and change by destination Reported Organic1 constant currency Other Other +29% +27% Asia Pacific 9% Asia Pacific (8)% (7)% 12% 52% US US UK 9% £598m +3% UK +6.3% +8% +13% +11% 18% Europe Europe +6% +1% For footnotes, see slide 43 Halma Full Year Results 2026 – 11 June
Slide 39: Revenue
Sector history £m FY22 FY23 FY24 FY25 FY26 H1 FY H1 FY H1 FY H1 FY H1 FY H1 Excl. FY Excl. 10 10 one-off one-off Safety 320.2 641.4 355.4 745.6 400.7 823.8 444.7 902.0 463.1 463.1 947.5 947.5 Environmental & Analysis 209.5 442.9 263.8 552.1 284.1 658.4 360.9 776.6 488.2 478.9 1,037.7 1,027.8 Revenue
Slide 40: Currency effects
Currency effects US$ % change Euro % change FY26 FY25 FY26 FY25 Average rates 1.34 1.28 +4.7% 1.16 1.19 -2.5% versus Sterling Movement for every 1% change* US$ (~52% of revenue) Euro (~14% of revenue) Revenue £13.6m £3.7m Adjusted EBIT2 £3.2m £1.1m * Based on FY26 results. Halma Full Year Results 20
Slide 41: Profit adjustments
Profit adjustments * £m FY26 FY25 Acquired intangible amortisation and (63.2) (56.9) impairment Acquisition items** (4.4) (20.2) Disposal of operations (6.2) 3.0 Impairment of associate company - (1.0) (73.8) (75.1) * Items (charged)/credited in arriving at statutory profit. ** Including acquisition
Slide 42: Full Year 2027 forecasts
Full Year 2027 forecasts Notes FY27 forecasts FY26 actual Capex c.£55m - £60m £56.2m Effective tax rate 1 c.23.5% - 24.0% 23.7% Central costs c.£60m £52.8m Net finance expense 2, 3 c.£30m £30.0m Notes: 1. FY27 based on expected mix of profit. 2. Assuming no further acquisitions. 3. FY27 includes est
Slide 43: Notes
Notes 1. On an organic, constant currency basis. 10. On 15 May 2025, Nuvonic, an Environmental & Analysis Sector company, 2. Adjusted EBIT is profit before interest and taxation, amortisation and granted FluidSmile Fluid Tech Ltd (FluidSmile), a long-standing partner in impairment of acquired intang
Slide 44: Disclaimer
Disclaimer This document contains statements about Halma plc that are or may be forward-looking statements. Forward-looking statements include statements relating to (i) future capital expenditures, expenses, revenues, earnings, synergies, economic performance, indebtedness, financial condition, div