Oxford Instruments Plc · LSE:OXIG
Oxford Instruments — Peel Hunt South West Industrials Conference 2026
19 slides from Oxford Instruments's conference presentation, Jan 15, 2026
Slide 1: Imaging & Analysis: The leaders in advanced microscopy and imaging
Imaging & Analysis The leaders in advanced microscopy and imaging 15th January 2026 Richard Tyson, CEO Dr Christian Lang, Managing Director, Imaging & Analysis
Slide 2: Structured in two divisions
Structured in two divisions Imaging & Analysis Advanced Technologies Capabilities Leading range of microscopy, scientific cameras, Compound semiconductor fabrication spectroscopy and associated analytical tools equipment; X-ray consumables and software 24/25 Mid-term Revenue Margin Mid-term Revenue
Slide 3: Today's focus: Imaging & Analysis, c. 75% of Group revenue
Today’s focus: Imaging & Analysis, representing c. 75% of Group revenue Imaging & Analysis Advanced Technologies Capabilities Leading range of microscopy, scientific cameras, Compound semiconductor fabrication spectroscopy and associated analytical tools, equipment; X-ray consumables software and se
Slide 4: Imaging & Analysis: The leaders in advanced microscopy and imaging
Imaging & Analysis The leaders in advanced microscopy and imaging 15th January 2026 Richard Tyson, CEO Dr Christian Lang, Managing Director, Imaging & Analysis
Slide 5: What we'll cover today
What we’ll cover today • Imaging and Analysis in Oxford Instruments • Who are our customers today and what do they do with our products? • Our opportunity – growing into industrial markets − Which markets does our technology provide a competitive edge in? − Why now? – the building blocks we have bee
Slide 6: The first commercially successful spin-out from Oxford University
Over 60 years of history The first commercially successful spin-out from Oxford University
Slide 7: From humble beginnings to a global footprint
Foundation Growth From humble beginnings to a global footprint Expansion Acceleration 1959 1986 2012 2024 Founded by Martin Plasma Acquisition of New customer- and Audrey Wood to Technology Asylum Research centric strategy manufacture joins Oxford targets operational superconducting Instruments exce
Slide 8: Oxford Instruments' capabilities and enabling technology
Oxford Instruments’ capabilities and enabling technology Headquartered in the UK, with c. 2,000 employees and operations in 23 countries, providing solutions for academia, industry, and government research Operating in three core structural growth markets: materials analysis, semiconductor and healt
Slide 9: Imaging & Analysis: divisional overview
Imaging & Analysis: divisional overview High margin products and analytical software, common routes to market Electron Atomic force Markets FY25 revenue £330m microscopy microscopes components Three key markets: 7% 22% 26% Nuclear Materials Analysis Fluorescence 22% microscopy magnetic Split by Spli
Slide 10: Imaging and Analysis – business model
Imaging and Analysis – business model • Unique end user and academic Electron reach providing unparalleled microscopy Market-leading detectors Detector upgrades, voice of customer to keep our and probes for nanoscale Automation software technology market leading analysis Knowledge-based services #1
Slide 11: The electron microscopy ecosystem
The electron microscopy ecosystem - the most significant revenue contribution to I&A Electron microscopes – Electron microscope detectors – detecting the generating the signal signal and interpreting the data Entry EDS* Nanomanipulator Extreme EDS High-end EDS BEX* / Unity EBSD* ~50% of all electron
Slide 12: Camera portfolio and market segments
Camera portfolio and market segments Infrared cameras Visible cameras Cutting edge CCD / EMCCD sCMOS InGaAs MCT Astronomy and aerospace X-ray and neutron Quantum Infrared cameras Mid-range Microscopy OEM imaging & inspection Intensified cameras Time-resolved Research spectroscopy Infrared spectrosco
Slide 13: Materials analysis
Materials analysis Market EBSD Nanoindentation NEW NMR NEW leader Analysing material properties through Assessment of local mechanical NMR spectroscopy uses compact / high identification and imaging of crystal behaviour of a material by pressing a power magnets to explore molecular orientation, phas
Slide 14: Semiconductors
Semiconductors AFM NEW BEX NEW Cameras for X-ray microscopy Top 3 Atomic Force Microscopy (AFM) is a Our unique Unity detector combines X-ray microscopy works like hospital technique that uses a tiny probe to “feel” the Backscattered Electron and X-ray (BEX) X-ray machines but uses high-sensitivity
Slide 15: Healthcare and Life Science
Healthcare and Life Science Spinning disk microscopy Top 3 Raman microscopy Top 3 Elemental analysis (EDS) Market leader Dynamic imaging of cells and organisms Label-free imaging of cells High resolution imaging and analysis of at very high resolution medical implants & environmental Development of
Slide 16: Why do we win with our product and software ecosystem?
Why do we win with our product and software ecosystem? ding-edge senso Lea ameras and rs, Years of experience, deep The I&A product c microscopes market intimacy and ecosystem ns Co ns tio application understanding um lu so Sensors ab ic les Microscopes Cameras enables us to develop the cif pe e-s B
Slide 17: AI and machine learning enhances offer to customers
AI and machine learning enhances offer to customers and maintains leading edge Manual identification and classification of specific objects in hundreds of images is incredibly time- consuming and prone to human error. We have deployed AI across Life and Material science applications to automate imag
Slide 18: The opportunity – increase our presence in commercial and industrial customers
The opportunity – increase our presence in commercial and industrial customers The opportunity to succeed with our technology • Commercial and R&D markets are in commercial markets is now: considerably larger than academia - OI30 strategy delivers operational and service • Faster growth than academi
Slide 19: Structural growth markets, differentiated technology, excellent margins
Structural growth markets, differentiated technology, excellent margins: an exciting future 02 New product launches and awards 01 Managing geopolitics with agility • Jupiter Discovery AFM • AFMs made in Germany • NMR XPulse 90 • EDS made in China • Imaris 11 3D rendering software maintains • Nanoind
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