Slide 1: Halma plc Full Year Results 2025/26
Halma plc Full Year Results 2025/26 Summary of analysts’ presentation by: Marc Ronchetti, Group Chief Executive Carole Cran, Chief Financial Officer 11 June 2026 Halma plc, Misbourne Court, Rectory Way, Amersham, Bucks HP7 0DE, UK. Registered in England number 40932. Tel: +44 (0)1494 721111 Fax: +44
Slide 2: Record Adjusted profit for the 23rd consecutive year
Page 2 Summary of analysts’ presentation 11 June 2026 Record Adjusted profit for the 23rd consecutive year Marc Ronchetti, Halma’s Group Chief Together, we continue to make a Executive, introduced the presentation meaningful difference by pursuing our of the full year results. purpose of growing a s
Slide 3: Financial Review
Page 3 Summary of analysts’ presentation 11 June 2026 Ambitious purpose Financial Review Carole Cran Culture and DNA Chief Financial Officer Agilebusiness OurSustainable model GrowthModel Long-term growth markets Clear growth Growing a safer, cleaner, healthier strategy Anila John Test Engineer, Cen
Slide 4: Summary of analysts' presentation
Page 4 Summary of analysts’ presentation 11 June 2026 With EBIT growing an impressive 19% This was broadly spread across all three sectors, with most of the growth volume- Resulting in an exceptionally strong EBIT driven, with price increases a typical 1- margin of 22.7%, up 110 basis points, 2%. to
Slide 5: Safety Sector: broad-based growth and strong margin
Page 5 Summary of analysts’ presentation 11 June 2026 The currency headwind was similar to It’s great to see our safety companies that of revenue, at 2.8%. continuing to make substantial investments, investing ahead of revenue Moving on to the sector commentary. growth. Safety Sector: broad-based gr
Slide 6: Environmental & Analysis Sector: strong growth and margin
Page 6 Summary of analysts’ presentation 11 June 2026 In Water Analysis & Treatment, growth While the relationship remains benefited from strong demand for water commercially confidential, we can share infrastructure products and solutions in a little more about its nature: the US and UK. It is char
Slide 7: Healthcare Sector: broad-based recovery
Page 7 Summary of analysts’ presentation 11 June 2026 Now let’s move onto our final sector – Sector profit was 10% higher delivering a Healthcare. margin which was 100 basis points higher at 23.9%, as a result of the stronger Healthcare Sector: broad-based recovery revenue growth, continued discipli
Slide 8: Strategy Update
Page 8 Summary of analysts’ presentation 11 June 2026 Together with good underlying working Adjusted EBIT margin is expected to be in capital management, this delivered cash line with FY26, excluding the one-off conversion of 93%. from Nuvonic. Our second capital allocation priority is I will now ha
Slide 9: Sustainable double-digit compounding growth
Page 9 Summary of analysts’ presentation 11 June 2026 As I have shared previously, we are also Importantly, our model ensures that this using this period of premium growth premium growth delivered through local from our photonics business in the same execution does not distract our other way: to fur
Slide 10: Investment in our companies
Page 10 Summary of analysts’ presentation 11 June 2026 Let me break this down into 3 core areas: Ultimately, these investments reflect the confidence our leaders have in the First, our companies continuously invest opportunities they see in their markets to grow. and our commitment to supporting the
Slide 11: Investment in our talent, network and capabilities
Page 11 Summary of analysts’ presentation 11 June 2026 Investment in our talent, network and capabilities We are also investing ahead of need: in We invest in our talent, network and capabilities to help our companies grow faster talent platforms and tools that help our companies develop their own p
Slide 12: Investment in acquisitions
Page 12 Summary of analysts’ presentation 11 June 2026 Investment in our talent, network and capabilities Investment in acquisitions We invest in our talent, network and capabilities to help our companies grow faster We acquire purpose-aligned companies for the long term and actively manage our port
Slide 13: Investment in acquisitions
Page 13 Summary of analysts’ presentation 11 June 2026 We typically acquire companies that are In addition, Our company management adjacent to, or in markets that we teams are actively sourcing and already know well. delivering bolt-on opportunities in their markets. And we remain disciplined throug
Slide 14: Summary
Page 14 Summary of analysts’ presentation 11 June 2026 You heard from Ari at CenTrak on the Summary ability to remain independent while drawing on the wider strength of the Successful delivery underpinned by: Group. Strength of our Sustainable Growth Model Continuous sustainable investment From Andy
Slide 15: Questions
Page 15 Summary of analysts’ presentation 11 June 2026 a brilliant job. So, shout out to all the Questions hard work. On the specifics, Safety, as you know, this is now the third year of double-digit profit growth, so very impressive and, as you've cited, margins at record highs. I Tobbin Tomy think
Slide 16: Max Yates, Morgan Stanley
Page 16 Summary of analysts’ presentation 11 June 2026 think we're in a good place, with lots of commercially important and in the hard work having gone into delivering it. interest of all parties that we respect those boundaries. So, just worth Max Yates, Morgan Stanley reminding everyone on that p
Slide 17: Andre Kukhnin, UBS
Page 17 Summary of analysts’ presentation 11 June 2026 Andre Kukhnin, UBS markets that we operate in. We're I just wanted to ask on growth a bit more deliberately choosing those markets broadly. Clearly, you're delivering across where we're focused on long-term the whole portfolio. And I just wonder
Slide 18: Marc Ronchetti
Page 18 Summary of analysts’ presentation 11 June 2026 obviously appreciate you're subject to The second question was on the margin NDAs, etc. of Avo. Obviously, you talk about mix. Can you just talk about where we're Marc Ronchetti seeing the margin of Avo right now? I I don't think past experience
Slide 19: Carole Cran
Page 19 Summary of analysts’ presentation 11 June 2026 little bit of a reflection of just how strong more divestments that we should expect, that relationship is with the customer. or have you finalised your portfolio pruning? Carole Cran The margin, what we'd say is that it's in Just picking up on
Slide 20: Chitrita Sinha, J.P. Morgan
Page 20 Summary of analysts’ presentation 11 June 2026 continue reviewing as we have done. But that we aim to deliver. And the margins, where we see that it's appropriate to do as you've already said, are already very so, then as we've shown over the last strong. So, we're not wanting to push couple
Slide 21: Christian Hinderaker, Goldman Sachs
Page 21 Summary of analysts’ presentation 11 June 2026 conversations, hence that being the demand? Because clearly it's well above baseline of our guidance. the high single digit that you'd be usually looking for. As I say, the customer demand remains strong. And, as I say, the right way to Carole C
Slide 22: Carole Cran
Page 22 Summary of analysts’ presentation 11 June 2026 maybe slightly higher than other sectors, than selling products. Again, the but not quite to that level, to that point accounting standards mean that those that there's a lot of project-based revenues fall into that bucket. revenues going on her
Slide 23: Barwin Thakker, Bloomberg Intelligence
Page 23 Summary of analysts’ presentation 11 June 2026 Barwin Thakker, Bloomberg Intelligence there something we can do with our deep Just one on data centres, but just trying expertise that applies to this level of to focus on the other areas, ex spend and build-out over the next X photonics, just
Slide 24: Page 24 Summary of analysts’ presentation 11 June 2026
Page 24 Summary of analysts’ presentation 11 June 2026 any persons acting on its behalf are expressly qualified in their entirety by this cautionary statement. All forward- looking statements included in this document speak only as of the date they were made and are based on information then availab