Coats Group Plc · LSE:COA
Coats — Merger or Acquisition (October 2025)
8 slides from Coats's merger presentation, Oct 30, 2025
Slide 1: Completion of OrthoLite Acquisition and Announcement of New Group Structure
COMPLETION OF ORTHOLITE ACQUISITION AND ANNOUNCEMENT OF NEW GROUP STRUCTURE 30 October 2025
Slide 2: Disclaimer
DISCLAIMER Restricted distribution This presentation is not for release, publication or distribution, in whole or in part, directly or indirectly, in, into or from any jurisdiction where to do so would constitute a violation of the relevant laws or regulations of such jurisdiction (the ‘Restricted
Slide 3: Agenda
AGENDA 01 OrthoLite Acquisition 02 Organisational Structure © Coats 3
Slide 4: Acquisition Highlights
ACQUISITION HIGHLIGHTS ACCELERATING FOOTWEAR GROWTH STRATEGY THROUGH $770M COMBINATION WITH MARKET LEADER IN INSOLE TECHNOLOGY Key highlights Exceptional Opportunity Growth Accelerator Strong Strategic Fit Improves Portfolio Quality Strong cash generation Aligned coverage of High growth and margin C
Slide 5: Strategic Rationale
STRATEGIC RATIONALE COMBINING MARKET LEADING PLATFORMS TO CREATE A HIGH GROWTH MARKET LEADER Coats Footwear Strategic rationale Creating a leading #1 #1 Greater scale, deep brand intimacy; 1 ‘Tier 2’ in the Global #1 in threads Global #1 open-cell enhanced innovation and footwear segment foam insole
Slide 6: Highly Complementary Businesses
HIGHLY COMPLEMENTARY BUSINESSES ALIGNED COMMERCIAL AND OPERATIONAL GLOBAL FOOTPRINTS, WITH COMMON APPROACH TO EXECUTION Deepening relationships with global footwear brands Similar, strategically located global footprints Portland, OR USA Albacete Amherst, MA Spain USA Dongguan City, Ranipet China In
Slide 7: New Organisational Structure
NEW ORGANISATIONAL STRUCTURE REFLECTS THE GROUP'S TRANSFORMED PROFILE FY24 Revenue pro forma FY24 Structure New Structure Apparel Apparel Adrian Elliot Coats Apparel Footwear Footwear 42% Performance Threads~ Apparel 58% Performance Materials Personal Protection~ Footwear Acquired Business Pasquale
Slide 8: The Q&A Session Will Begin Shortly
If you would like to ask a question, please dial THE Q&A SESSION United Kingdom +44 800 358 1035 United Kingdom (local) +44 20 4587 0498 WILL BEGIN United States +1 855 979 6654 SHORTLY United States (local) +1 646 664 1960 All other locations +44 20 3936 2999 Participant access code 304364 8