Gooch & Housego Plc · LSE:GHH

Gooch & Housego — Shareholder Meeting (February 2023)

8 slides from Gooch & Housego's shareholder meeting presentation, Feb 22, 2023

  1. Slide 1: AGM Update

    AGM UPDATE 22nd February 2023 November 2020

  2. Slide 2: Photonics – The Future

    Photonics – The Future • Photonics is the study and design of systems that depend on the transmission, modulation or amplification of light (streams of photons) • Photonics is transforming manufacturing, aerospace, communications and medicine • Optics and electronics are becoming inextricably linked

  3. Slide 3: Global Reach and Expertise

    Global Reach and Expertise Our excellence in engineering and manufacturing is based on the following core technologies: • Acousto-optics • Electro-optics • Fibre optics Ashford • Precision optics and systems St Asaph OSIH MD Keene In addition: Cleveland PO Torquay FO Paris +S • Medical device manufa

  4. Slide 4: Revenue by Sector

    Revenue by Sector 2022 Total Revenue: £124.8M We serve and provide value for three markets: • Aerospace and Defence • Industrial and Telecom • Life Sciences Industrial : and Telecom Aerospace £64.6m and 51% Defence Life £30.6m 24 Sciences 25% Percentage of revenue by 51 Revenue market £29.7m figures

  5. Slide 5: G&H Focus Areas by Market

    G&H Focus Areas by Market Quantum Photonics for LiDAR for Semiconductor & High-capacity Telecom Comms & Sensing Wind Sensing Microelectronics Fibre Networks Industrial Imaging Systems for Armoured Vehicle Laser Comms Laser Directed UAVs, Space & Turrets Imaging Systems for UAVs & Satellites Energy W

  6. Slide 6: 2022 Results Overview

    2022 Results Overview • Record order book of £147.7m up 51% reflecting strong end market demand (FY2021: £97.8m) • Revenue of £124.8m unchanged on prior year (FY2021: £124.1m) • Growth in both Industrial and Life Sciences offset by decline in Aerospace and Defence • Adjusted profit before tax declin

  7. Slide 7: 2023 Trading Update

    2023 Trading Update • Order book of £129.3m up 17% on prior year (31 Jan 2022: £110.5m) • Significant progress increasing productive capacity in Q1-2023 • Input cost inflation and supply chain constraints persist • Positive levels of customer-led technical and business development engagement • Revie

  8. Slide 8: How can our expertise enable your success?

    SUMMARY How can our expertise enable your success? gandh.com PUBLIC SLIDE 8

Gooch & Housego — Shareholder Meeting (February 2023) on 6ix