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 Kimberley Dave Poulter Gurvinder Kaur Charlie Foulkes Group Chief Group Chief Group Chief Group Digital & Executive Officer Commercial Officer Financial Officer Marketing Director
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 & Leisure Bicycles Golf Home & Garden Outdoor Play & Adult, Junior, Kids Electric & Push Outdoor Living & Licensed Wheeled Toys Mechanical & eBikes Trolleys, Package Home Essentials Sets, Bags, Clubs • 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 nervous • Middle East War impacting increased costs in Sea • Inflation rate at 3.2% in January, outlook for 2026 freight and raw materials. was 2.3% • Supply chain timelines getting even longer • Energy price cap reductions easing operation costs
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 Control Borrowings Strong Balance 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 Results and outlook FY24 FY25 FY26E* 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 softer demand • Exclusive UK & Ireland partnership secured with Netflix for 2x across discretionary categories and evolving retailer purchasing Academy Award-winning K-Pop Demon Hunters - a unique,
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 independent bike dealers • A challenging market across all channels • A comprehensive range of eBikes covering all styles/disciplines • Own
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 purchasing with a focus on exclusive product options/c
Slide 16: Golf New Products
Golf New Products Ben Sayers M8 Package Sets – Camo Exclusive Ben Sayers Hydra Pro Cart Bags Ben Sayers LTE Pencil Stand Bags
Slide 17: Home & Garden
Home & Garden 2025 Performance 2026 Outlook • Sales +30% vs last year - multiple heatwaves , boosting demand • Performance tracking to sales forecast expectation for cooling & outdoor products • Growing product range listings by year-end, +15% L4L • Over 260 Home & Garden SKU’s across website & mark
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 Talented Exploring Balance Colleagues Acquisitions Sheet Growing Increasing European Customer Market Share Expansion Base Driving Freight Cost New Product Operational Fluctuations Innovation Efficiencies Rising Hong Kong Middle East & Employment Tariff Uncertainty Sourcing Office Cost
Slide 22: Tandem Group plc
Tandem Group pic
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