Slide 1: FW Thorpe Plc Investor Presentation 2026
FW THORPE PLC Investor Presentation 2026
Slide 2: Agenda
• Interim Results – Overview • Group Companies/Locations • Product Range/Market Positioning • Sustainability • Outlook • Summary 2
Slide 3: Introductions
Introductions FW THORPE PLC Craig Muncaster Mike Allcock Chief Executive, Group Non-Executive Financial Director and Chairman Company Secretary Mike joined FW Thorpe Plc in 1984 as an apprentice After graduating in Business Administration, Craig working his way to Technical Director for Thorlux qual
Slide 4: Interim results overview
• Results in line with expectations • Zemper and Famostar stand out performers • Profitable performance at TRT • Lightronics and Germany some positive signs but not consistent or at levels required • Continued investment in selling activity – sales engineers and business development UK, Germany • Re
Slide 5: Interim financial results
• SchahlLED included in the Thorlux segment • Thorlux segment dampened by Germany performance • Operating profit before acquisition adjustments – shows impact of acquisition adjustments • Amortisation of intangibles the main impact • EBITDA performance included to demonstrate contribution of acquisi
Slide 6: 23 consecutive years of increased dividends
• 23 consecutive years of increased dividends 6
Slide 7: Revenue by group company
Revenue (£m) Revenue (£m) Revenue (£m) Revenue (£m) Revenue (£m) £42.9m -6% £5.2m -17% £10.3m -5% £6.9m +19% £10.7m +6% 2024: £45.8m 2025: £6.3m 2025: £10.9m 2025: £5.8m 2025: £10.2m 7
Slide 8: Revenue by group company (continued)
Revenue (£m) Revenue (£m) Revenue (£m) Revenue (£m) Revenue (£m) £1.6m -17% £4.4m +22% £2.2m +15% £2.8m +20% £13.3m +8% 2025: £1.9m 2025: £3.6m 2025: £1.9m 2025: £2.3m 2024: £12.3m 8
Slide 9: Our global footprint
Our global footprint Revenue by region Netherlands @ Rest of Europe e UNITED KINGDOM United Kingdom Thorlux Lighting Philip Payne Solite Europe Portland Lighting TRT Lighting Ratio EV 5 | Germany SchahILED eet) | | France Zemper Ireland Thorlux Lighting Spain Zemper 2:4] gy Australia Thorlux Lightin
Slide 10: Market positioning
Market positioning FW THORPE PLC aS Commercial Industrial Education Healthcare Manufacturing ef & & % Hospitality Pharmaceutical Advertising Research & Facilities - Infrastructure Housing Development car parking “Our focus for long-term growth and stability, achieved by delivering market-leading pro
Slide 11: In house design and manufacture – LED circuit board
Safety related LED currently In house design products (Emergency Over 120 different 50,000 to 100,000 represents and manufacture – lighting systems) product ranges hour lifetimes approximately 98%+ LED circuit board represents 44% of of current revenues population current revenues 11
Slide 12: Thorlux proposition
Thorlux proposition FW THORPE PLC Controls ¢ Indoor and outdoor lighting management for energy conservation, flexibility and wellbeing ¢ Fully automated emergency lighting testing and compliance * Completely wireless infrastructure - simple installation * Cloud based information storage and display
Slide 13: Carbon neutral to net zero
Carbon neutral to net zero. Having achieved carbon neutral status for our manufacturing and sales operations, via our offsetting project, we continue to expand measurement into other areas of our activities and target further carbon reductions as part of our overall journey to Net Zero. Scope 1 Scop
Slide 14: Outlook
• Steady start to the year across the Group • Famostar and Zemper standout performers • Lightronics and Schahl remain below expectations but continuing to invest in sales presence • TRT improvement • Second half weighted, strong last year, challenging to grow – continued investment in sales, product
Slide 15: Summary
• A well-positioned portfolio of companies in eight different countries • Innovative products with market-leading technology • Strong profit margins and robust balance sheet • Track record of growth • Progressive dividend • Stable ownership and management structure aligned with our shareholders 15
Slide 16: Disclaimer
Disclaimer HORPE These presentation materials ("the Presentation Materials") are prepared by F W Thorpe Plc ("the Company") and constitute a financial promotion for the purposes of section 21 of the Financial Services and Markets Act 2000 ("FSMA"). The Presentation Materials may only be issued to UK