Velocity Composites Plc · LSE:VEL
Velocity Composites — Investor Presentation (2026)
22 slides from Velocity Composites's investor presentation, 2026
Slide 1: Investor Presentation & Financial Statements for the year ended 31.10.25
INVESTOR PRESENTATION & Financial Statements for the year ended 31.10.25 Velocity Composites Plc AMS Technology Park Billington Road Burnley Lancashire BB11 5UB www.velocity-composites.com Registered No: 06389233
Slide 2: Velocity Disclaimer
Velocity Disclaimer IMPORTANT NOTICE prospectus, contract or commitment. is being made available to the recipients Group’s present and future business strategies and the environment in which thereof for the purpose of providing information and is not intended to form the the Company and/or the Group
Slide 3: Presentation Team
Presentation Team © Velocity Composites plc - 2026 | www.velocity-composites.com Jon Bridges Rob Smith CEO CFO Jon co-founded Velocity Composites in 2007. Rob is a chartered management accountant with Jonathan has over 33 years’ experience within significant experience in leadership roles in a numbe
Slide 4: FY25 Financial Highlights
FY25 Financial Highlights Gross Margin % Revenue 29.5% © Velocity Composites plc - 2026 | www.velocity-composites.com £20.7m FY24 25.9% FY24 £23.0m Adjusted EBITDA* £1.0m FY24 £0.4m Cash at Bank £0.4m Operating Loss FY24 £1.7m £(0.7)m FY24 £(0.9)m * adjusted Earnings before interest, tax, depreciati
Slide 5: Aerospace Industry | 2025 Review - 2026 Expectations
Aerospace Industry | 2025 Review - 2026 Expectations 2025 Review Outlook for 2026 © Velocity Composites plc - 2026 | www.velocity-composites.com • Spirit re-acquisition processes completed • Optimism that both civil and defence production and December 2025, later than expected. This resulted deliver
Slide 6: Business Progress
Business Progress US OPERATIONS EUROPEAN OPERATIONS © Velocity Composites plc - 2026 | www.velocity-composites.com • FY25 growth curtailed due to delayed transfer • Contract renewal with existing defence of key engine fan case programmes from lead customer announced. customer delayed. • Contract ren
Slide 7: Summary Income Statement
Summary Income Statement FY25 FY24 £000 £000 • Group revenue for FY25 decreased 10% as sales © Velocity Composites plc - 2026 | www.velocity-composites.com Revenue 20,701 23,006 on legacy programmes decreased and expected ramp on A350 and US contract were delayed. Cost of sales (14,595) (17,045) • G
Slide 8: Summary Statement of Financial Position
Summary Statement of Financial Position FY25 FY24 • Non-current assets increase with investment in £000 £000 US freezer store and ongoing R&D capitalisation © Velocity Composites plc - 2026 | www.velocity-composites.com Non-current assets 4,788 4,667 slightly higher than normal depreciation and amor
Slide 9: Summary Statement of Cash Flows
Summary Statement of Cash Flows © Velocity Composites plc - 2026 | www.velocity-composites.com FY25 FY24 • Doubled net cash flow generated from operations. £000 £000 • Investing activities were: Operating cash in flow 827 345 • Purchases of PP&E of £334k, principally new Movements in working capital
Slide 10: FY26 Outlook and Summary
FY26 Outlook and Summary © Velocity ©Composites Velocity Composites Plc - 2025 plc - 2026 | www.velocity-composites.com • Complete transfer of remaining US customer • Accelerate new business development activities programmes in UK, US and Europe based on customer with growing, geographically stable
Slide 11: Appendices
© Velocity Composites plc - 2026 | www.velocity-composites.com 11 Appendices
Slide 12: Major Shareholders (as at January 2026)
Major Shareholders (as at 13 January 2026) Number of % of issued © Velocity Composites plc - 2026 | www.velocity-composites.com Ordinary Ordinary NAME Shares Shares Maven Renovar VCT PLC 5,650,294 10.34% Jonathan Bridges 5,365,929 9.82% Seneca Partners 4,519,236 8.27% Stonehage Fleming 4,458,956 8.1
Slide 13: Experienced Board and Senior Management
Experienced Board and Senior Management © Velocity Composites plc - 2026 | www.velocity-composites.com Andy Beaden Jon Bridges Rob Smith Annette Rothwell David Bailey Non-Executive Chairman Chief Executive Officer Chief Finance Director Non-Executive Director Non-Executive Director Andy has over 30
Slide 14: Our Approvals
Our Approvals © Velocity Composites plc - 2026 | www.velocity-composites.com AIRBUS: BOEING: NADCAP - AC7118 (KSP) ABP-62185, ABP-61289, AIPS03-02-018, BCA-65224-0312 Merit status (all UK facilities) AIPS03-02-019, AIPS03-07-007 + SBP-65224-0411 14
Slide 15: Investment Case
Investment Case • VELOCITY COMPOSITES PLC is an established • SUSTAINED adjusted EBITDA AND POSITIVE business which delivers real benefits to large CASH GENERATION EXPECTED once © Velocity Composites plc - 2026 | www.velocity-composites.com aerospace manufacturers by using proprietary contracted bus
Slide 16: Composite Materials
Composite Materials • A combination of a matrix and a reinforcement, which when combined gives properties superior to the COMPOSITE USE IN AIRCRAFT properties of the individual components • In the case of an aerospace composite, the reinforcement is the fibres and the matrix is the thermosetting res
Slide 17: Sustainability driving growth | New generation aircraft
Sustainability driving growth | New generation aircraft In 2024, around 34% of the world’s in service aircraft fleet are of the latest generation. Latest generation aircraft are delivering up to 25% better fuel efficiency and lower CO2 emissions than previous generation aircraft” (AIRBUS Global Mark
Slide 18: The Velocity Solution
The Velocity Solution Raw Material Customer Structural Product © Velocity Composites plc - 2026 | www.velocity-composites.com Vacuum Bag Product Finished Part (1m diameter) Aimed at providing at least 10% material cost saving and 20% time cost saving to customers 18
Slide 19: Velocity Technology
© Velocity Composites plc - 2025 | www.velocity-composites.com MATERIAL SUPPLIER EXPECTED STOCK ACTUAL STOCK D IBP FREEZER D CUSTOMER MONTHLY MATERIAL D RAW MATERIAL VC DEMAND 12 to 34 MANAGEMENT ERP ORDER BOOK DEMAND PLANNING Weeks (KIT/Part level) DEMAND (WITH RFID) REVIEW RAW MATERIAL STOCK 2 to
Slide 20: Where Velocity sits in the global composites industry
Where Velocity sits in the global composites industry VELOCITY TOTAL KIT PROVISION © Velocity Composites plc - 2026 | www.velocity-composites.com • Inventory Finance • Inventory Management Global Material Suppliers / Distributors • Demand Aggregation • Goods In • Quality Inspection • Kit Manufacturi
Slide 21: Revolutionising Composite Cleanrooms
© Velocity Composites Plc - JAN 2021 © Velocity Composites plc - 2026 | www.velocity-composites.com Revolutionising Composite Cleanrooms 21
Slide 22: © Velocity Composites plc - 2026 | www.velocity-composites.com
© Velocity Composites plc - 2026 | www.velocity-composites.com Efficiency is not just a goal; it’s our business... Contact us: www.velocity-composites.com +44 (0)1282 577577 22