Dialight plc · LSE:DIA
Dialight — H1 FY2027 Earnings Presentation
15 slides from Dialight's earnings presentation, November 2026
Slide 1: Dialight FY27 Interim Results
DIALIGHT F Y 2 7 I N T E R I M R E S U LT S Strong profit performance returns Group to positive net cash position
Slide 2: FY27 H1 Executive Summary
FY27 H1 EXECUTIVE SUMMARY H1 Progress: • Revenue growth across both divisions, with Lighting up by 14.4% and Components increasing by 37.5% on an underlying basis. • The Transformation Plan drove margin improvement despite higher overheads, delivering strong underlying profit in H1. • The Group is i
Slide 3: Medium Term Ambition
MEDIUM TERM AMBITION 3-5 YEAR AMBITION * SEPTEMBER 2026 Revenue growth 3-5%** Revenue growth 19.8%** Gross margin 45.0%+ Gross margin 48.7% EBITDA margin 18.0%+ EBITDA margin 20.1% Return on sales 15%+ Return on sales 15.8% Return on net assets 25-50% Return on net assets 54.2% Net bank debt ($m) Ca
Slide 4: Initiatives Update
I N I T I AT I V E S U P D AT E REVENUE GROWTH COST IMPROVEMENT STRATEGY INITIATIVES • Backlog continues to grow, currently standing at c.$40m, with • Cost reduction benefits are now annualising, reflected in both 50% relating to the Components segment. gross margin and operating costs. • EPC, Strat
Slide 5: Income Statement
I N C O M E S TAT E M E N T 6-month period 6-month period ending 30 ending 30 September 2026 September 2025 $m $m Revenue 94.4 86.4 Cost of sales (48.4) (55.9) Underlying gross profit 46.0 30.5 Gross margin % 48.7% 35.3% Underlying overheads (31.1) (25.0) Underlying operating profit 14.9 5.5 Non-und
Slide 6: EBITDA Bridge
EBITDA BRIDGE 6-month period 6-month period ending 30 ending 30 September 2026 September 2025 $m $m Operating profit 14.9 5.9 Non-underlying items - (0.4) Underlying operating profit 14.9 5.5 Depreciation of property, plant and equipment 1.6 1.4 Depreciation of right-of-use assets 1.3 1.3 Amortisati
Slide 7: Balance Sheet
BALANCE SHEET 30 September 30 September 31 March 2026 2026 (unaudited) 2025 (unaudited) (audited) $m $m $m Hig h lig h t s: Assets Property, plant and equipment 12.5 12.9 12.3 • Net cash now $4.5m, driven by increased profit and Right-of-use assets 6.2 7.9 7.3 Intangibles assets 7.8 9.6 7.6 strong c
Slide 8: Cashflow
CASHFLOW $m $m Net bank debt at 1 April 2026 (audited) (1.9) EBITDA 19.0 Share-based payments 0.5 Increase in inventories (6.0) Increase in trade and other receivables (0.3) Increase in trade and other payables (excluding $0.1m non-underlying) 3.3 Provisions and pensions (0.1) Repayment of lease lia
Slide 9: Outlook
OUTLOOK We enter the second half of the year with a strong outlook and are targeting continued sales growth and gross margins meeting our upgraded guidance. The Board therefore believes the Group has the potential to significantly exceed current market expectations for net income for the full financ
Slide 10: Key Strengths of the Business
KEY STRENGTHS OF THE BUSINESS Leading provider of LED lighting for hazardous and industrial environments, known for performance, reliability, safety, and an industry leading 10-year warranty. An established specialist in opto-electronic (Components) products, with over 50 years of experience and gro
Slide 11: Appendix
APPENDIX 1 1 Interim Results FY27
Slide 12: 50 Years of LED Expertise
50 YEARS OF LED EXPERTISE Founded in 1938 in Brooklyn, NY to produce Since then, we have revolutionized the instrument panel lights for aircraft use of LEDs and ONLY LEDs, to provide superior lighting for industrial work sites, structural towers and indicators around the world In 1971, just one year
Slide 13: Our Business Streams
OUR BUSINESS STREAMS 1 SSL / Industrial Lighting 2 OE (Opto-electronics) 1 3 Interim Results FY27
Slide 14: Our Business Streams
OUR BUSINESS STREAMS 3 Vehicle Lighting 4 Obstruction Lighting 1 4 Interim Results FY27
Slide 15: Disclaimer
DISCLAIMER This presentation has been prepared by Dialight plc (‘Dialight’ or ‘the Company’ or ‘the Group’) and has not been independently verified. Dialight is solely responsible for the contents of this document and has taken all reasonable care to ensure that the facts stated herein are true and