Light Science Technologies Holdings Plc · LSE:LST
Light Science Technologies — H1 2026 Earnings Presentation
21 slides from Light Science Technologies's earnings presentation, August 2026
Slide 1: Half-Year 2026 Results and post-Period Trading Update
Half-Year 2026 Results and post-Period Trading Update Company Update | AIM:LST August 2026
Slide 2: Management Team
Management Team Simon Deacon Jim Snooks Andrew Hempsall Chief Executive Officer CFO / Company Secretary Chief Operating Officer
Slide 3: Management Team
Management Team Simon Deacon Jim Snooks Chief Executive Officer CFO / Company Secretary
Slide 4: Presenter | Introduction Simon Deacon
Presenter | Introduction Simon Deacon Chief Executive Officer Background: Over 30 years' experience Founder Track record of founding and acquiring growth businesses
Slide 5: The Group
Mn, The Group Light Science Technologies Holdings a> Light Science Technologies Holdings a~ ~ ~ PASSIVE CONTRACT AGRICULTURE FIRE PROTECTION TECHNOLOGIES PFP
Slide 6: Group Operational Highlights HY 2026
Group Operational Highlights HY 2026 Passive Fire Protection (PFP) Increasing number of Building Safety Regulator (BSR) applications with Injectaclad being specified Acceleration of BSR approvals noted towards the end of HY 2026 underpinning expectations for a significantly improved H2 2026 £6bn gov
Slide 7: Group Post Period Highlights
Group Post Period Highlights £2.15m c.£3m >10 c.£50m Group revenue for June Current Group forward PFP Installer network Current Group quoted and July 2026 orders projects in progress sales pipeline £2.15m Group revenue generated in the 2 months trading between the end of the Period and 31 July 2026
Slide 8: Financial Overview | Group Revenue, Gross Profit and Adjusted Pre-Tax Loss
Financial Overview | Group Revenue, Gross Profit and Adjusted Pre-Tax Loss 10,000 Revenue (£’000) For the six months ended 31 May 2026 (unaudited) Group revenue & gross profit 8,000 Group revenue of £3.7m for HY 2026 (£5.1m HY 2025). Reduction driven by: 6,000 hangover of BSR blockages in PFP divisi
Slide 9: Financial Overview | Balance Sheet
Financial Overview | Balance Sheet For the six months ended 31 May 2026 (unaudited) £,000 31/05/24 31/05/25 31/05/26 30/11/25 Transformational acquisitions and strengthened balance sheet Goodwill 921 921 2,118 921 £6.6m gross fundraising (£6.1m net), leading to completion of three strategic Intangib
Slide 10: Financial Overview | Post Period Trading Update
Financial Overview | Post Period Trading Update Ingredients for a strong H2 2026 trading performance Post-period Group revenue for June and July totaled £2.1m, representing 58% coverage of HY 2026 revenue in two months Group committed forward order book currently stands at c£3.0m with c.80% expected
Slide 11: Market Opportunity and Drivers
Market Opportunity and Drivers Passive Fire Protection Contract Electronics Manufacturing AgTech Market opportunity £21bn* ⌂ Market opportunity £4bn** Market opportunity £12.7bn c.£20m current quoted pipeline c.£1m current quoted pipeline c.£30m current quoted pipeline Drivers Drivers Drivers Legisl
Slide 12: Passive Fire Protection Division Overview
Passive Fire Protection Division Overview Supplier and installer of the patented Injectaclad cavity fire barrier remediation system Driven by Fire Safety Act 2021 & Building Safety Act 2022 Government-led pledge for a £6bn industry contribution to national remediation works; £1.1bn already spent. c.
Slide 13: Passive Fire Protection Division Update
Passive Fire Protection Division Update 11 Injectaclad installers operating across the UK, with more than 10 active projects. 3 projects being delivered by our own installation team in Liverpool, East Yorkshire and Birmingham New northern base has been established and an MRP system implemented Incre
Slide 14: Contract Electronics Manufacturing Overview
Contract Electronics Manufacturing Overview 28 years experience Accredited manufacturer providing product development, rapid prototyping, and contract electronics manufacturing services for various types of electronic equipment for a spread of markets including: Lighting Audio Sensors HVAC & buildin
Slide 15: Contract Electronics Manufacturing Division Update
Contract Electronics Manufacturing Division Update Re-positioning the business to move into higher margin defence, medical and healthcare markets 4 new clients taken on with potential to generate up to £1m revenue over a 12-month period following full supplier transition Investment in new equipment
Slide 16: AgTech Division Overview
AgTech Division Overview Over 30 years experience providing a turnkey solution to growers to create, monitor and maintain the perfect growing environment in glasshouses, polytunnels and other horticultural environments. More recently, we have expanded into the agricultural sector with the developmen
Slide 17: AgTech Division Overview Update
AgTech Division Overview Update NTU smart agriculture research centre at c.£0.60m project value, delivering a turnkey solution using core products and software, scalable for university adoption nationwide Biotechnology and Biological Sciences Research Council funded a PhD placement with NTU, for one
Slide 18: Group Communications | Events
Group | Communications | Events 14 Events exhibited / attended across the 3 divisions nday Internati Mail on Su and Safe onal Fire ty Journa l Active on: 7 19 Group posts - (01/12/2025-07/08/26) Interviews published RNS / RNSRs published 126 posts 89,790 impressions 1,789 reactions 147 comments 33 r
Slide 19: Outlook
Outlook c.£50m c.£3m c.£2.9m Current Group quoted Current Group forward Cash and undrawn sales pipeline orders working capital facility availability at 31/07/26 Strong market opportunity providing platform for growth and improved margins, targeting £50m revenue in the medium term Clear strategy and
Slide 20: Disclaimer
Disclaimer IMPORTANT INFORMATION The information contained in these slides and this presentation is being supplied to you by Light Science Technologies Holdings plc (the “Company”) solely for your information. For the purposes of this disclaimer references to the “Presentation” shall mean and includ
Slide 21: Questions | Thank you
Questions | Thank you www.lightsciencetechnologiesholdings.com AIM:LST
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