Avon Technologies Plc · LSE:AVON
Avon Technologies — Shareholder Meeting (January 2026)
16 slides from Avon Technologies's shareholder meeting presentation, Jan 30, 2026
Slide 1: 2026 Annual General Meeting
2026 Annual General Meeting 30 JANUARY 2026
Slide 2: Investor Presentation
Investor Presentation 30 January 2026 Rich Cashin CFO 4
Slide 3: We are the world leader in mission-critical protection
We are the world leader in mission-critical protection CBRN Non-CBRN Integrated Underwater Ballistic helmets Bump helmets Liner & retention Respiratory Respiratory CBRN Respiratory systems Protection Protection Protective Wear Protection $168.8m 2025 revenue $145.1m 2025 revenue 450+ employees 500+
Slide 4: Our markets are growing faster than we originally thought
Our markets are growing faster than we originally thought Growth in spend: Previous trend Future trend Underlying defence trends Rising geopolitical tension, escalation risk, Defence budgets fraying alliances War readiness, deterrence, response to Growth in military & LE personnel civil unrest Equip
Slide 5: Jos Sclater
Jos Sclater S3ISOTONHOILNO:
Slide 6: Our scalable Business Improvement System
Our scalable Business Improvement System Transformation & Process improvement Increased Continually improving investment in: M&A ...is generating growth and wealth 8
Slide 7: This is our 'Strengthen System'
This is our ‘Strengthen System’... ...it is how we are improving our businesses, fast
Slide 8: Our ambitious internal goals and just-in-time vision
Our ambitious internal goals and just-in-time vision ...are key to us having the highest quality products and 10 most competitive offering for our customers
Slide 9: Our operating metrics are improving
Our operating metrics are improving Group Direct Labour Productivity1 Group Scrap (% of revenue)2 Group Inventory Turns3 $600k 5.0% 3.50 4.5% $500k 3.00 4.0% $400k 3.5% -62% 2.50 3.0% (vs. H123) 2.00 $300k +28% 2.5% 2.0% 1.50 +46% $200k (vs. H123) (vs. H123) 1.5% 1.00 $100k 1.0% 0.5% 0.50 $0k 0.0% -
Slide 10: Every site moved from batch to flow manufacturing
Every site moved from batch to flow manufacturing Hampton Park West: UK, 2023 Hampton Park West: UK, 2025 ...improving operating metrics and creating capacity for growth
Slide 11: The Strengthen System has built capability in our people
The Strengthen System has built capability in our people ... we are making progress
Slide 12: We tripled production at our Cleveland site last year
We tripled production at our Cleveland site last year NG IHPS production rate* ACH Gen II production rate* Volume Volume Jun Jul Aug Sep Jun Jul Aug Sep *Monthly data, normalising labor day week ... ramping up again in Q2 this year 14
Slide 13: Moving from the transformation stage to the growth stage
Moving from the transformation stage... Increase Growing User in defence CBRN numbers spend threat increasing Markets growth Increased investment in Ability to accelerate accelerating innovation driving through inorganic growth development pipeline ...to focusing on the growth stage of our strategy
Slide 14: An ambitious plan to invest in products of the future
An ambitious plan to invest in products of the future Next generation New Voice Projection US DoW trialing our NG filter using multi-layer CS-PAPR SD unit (CVPU) EXOSKIN suits bed technology Two new ballistic Next Generation IHMS – Integrated Multi- Bump Threat Headborne TBI research helmets with ‘n
Slide 15: Avon continues to deliver
Avon continues to deliver Coming to the end of the New world- Increasing Repeatable and transformation leading products market share in scalable stage of the and technologies faster growing business journey – still deepening markets improvement work to do in competitive moat system Cleveland ...on t
Slide 16: Questions & Site Tour
QUESTIONS & SITE TOUR 18
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