Slide 1: Final Results for the year ended 30 April 2026
Final Results For the year ended 30 April 2026
Slide 2: Disclaimer
Disclaimer The information contained in this presentation (“Presentation”) has been prepared by SDI Group plc (“SDI”). While the information contained in the Presentation has been prepared in good faith, neither SDI nor any of its shareholders, directors, officers, agents, employees or advisers give
Slide 3: Agenda
Agenda 01 Group Summary 02 Operational Overview Stephen Brown Ami Sharma 03 Chief Executive Chief Financial Officer Officer Financial Results FY26 04 James Dimitriou Outlook Group Head of Corporate Development SDI Group plc | Final Results for the year ended 30 April 2026 3
Slide 4: Group Summary
01 Group Summary SDI Group plc | Final Results for the year ended 30 April 2026 4
Slide 5: Group Introduction
Group Introduction 18 c.550 19 Total Group Revenue FY26 by destination of external customer established employees locations businesses worldwide £74.5m CAGR Revenue Adj. EBIT* Adj. PBT* 24.1% 36.0% 34.9% United Kingdom £38.9m Europe £14.4m USA £10.5m Americas (excl. USA) £1.3m Asia £7.9m 1 2 3 4 5 R
Slide 6: Group Business Model
Group Business Model Organic Inorganic ► Capability and capacity ► Strict criteria ► Commercial growth and go to Our growth ► Quality, sustainability and market cycle growth potential ► Cost leadership ► Commercial robustness ► Product and competitiveness ► Value add to Group SDI Group plc | Final R
Slide 7: Operational Overview
02 Operational Overview SDI Group plc | Final Results for the year ended 30 April 2026 7
Slide 8: Scaling our platform for compounding growth
Scaling our platform for compounding growth Moving beyond resilience, delivering growth Momentum We have started to see the benefits of our strategic focus Our de-centralised, entrepreneurial model has continued to perform well despite on-going global economic landscape Delivered Strong Growth Total
Slide 9: FY26 Key Growth Initiatives
FY26 Key Growth Initiatives Operational Excellence Invested in modern ERP systems, driving digitisation across the group Product Focus Sustained commitment to R&D, with revenues now being generated from prior development Group Collaboration Drove internal technical synergies Enhanced Marketing Group
Slide 10: Industrial & Scientific Sensors
Industrial & Scientific Sensors Key Highlights: Revenue +22.9% Chell Instruments Strong year, supplying Formula One, Aerospace and HALO Space £20.9m Delivering a c£1m contract to a gas meter Chell Instruments FY25: £17.0m manufacturer Product Launches Included: MPB Industries Companies Sentek Launch
Slide 11: Laboratory Equipment
Laboratory Equipment Key Highlights: Revenue +12.4% Safelab Systems Record year for sales and profit £27.0m £1.3m government contract for over 100 fume cupboards to the defence industry Severn Thermal Solutions FY25: £24.0m Product Launches Included: Monmouth Scientific Safelab Systems Companies Exc
Slide 12: Industrial & Scientific Products
Industrial & Scientific Products Key Highlights: Revenue +5.6% Atik Cameras Performed very strongly, executing a $4m professional astronomy contract £26.6m Pivotal integration into the MOTHRA deep- FY25: £25.1m space observation telescope project Companies InspecVision Atik Cameras 7 Continued tract
Slide 13: Severn Thermal Solutions
Severn Thermal Solutions Division Laboratory Equipment Summary Designs and manufactures furnaces and environmental chambers for a wide range of applications within industry and research, offering advanced material testing and processing for niche scientific sectors. Systems are capable of achieving
Slide 14: PRP Optoelectronics
PRP Optoelectronics Division Industrial & Scientific Sensors Summary Designs and manufactures ruggedised LED displays for military avionics and instrumentation. Their expertise includes monolithic LED arrays and micro LED technology, serving a diverse range of applications including military and civ
Slide 15: Financial Results FY26
03 Financial Results FY26 SDI Group plc | Final Results for the year ended 30 April 2026 15
Slide 16: Financial Highlights
Financial Highlights Revenue Inorganic Growth Organic Growth constant currency £74.5m (FY25: £66.2m) +7.1% (FY25: +4.3%) +5.3% (FY25: -1.6%) Adjusted EBITDA* Adjusted Operating Profit1 Adjusted Profit before Tax1 £14.1m (FY25: £12.4m) £11.6m (FY25: £10.0m) £9.9m (FY25: £8.5m) Adjusted Diluted EPS1 C
Slide 17: Income Statement
Income Statement Year end Year end Percentage Revenue 30 April 26 30 April 25 change £’000 £’000 FY25/FY26 acquisitions contributed £4.7m Revenue 74,489 66,177 +12.6% Gross Profit %** 66.0% 64.9% +110bps FX impact -£0.2m Adjusted operating profit* 11,562 9,957 +16.1% Reported operating profit 8,182
Slide 18: Industrial & Scientific Sensors
Industrial & Scientific Sensors Key Highlights: Adjusted EBIT* Acquisition revenues of £1.3m from PRP £5.3m FY25: £4.5m Strong organic revenue growth of 15.4% Adj. EBIT* Growth Excellent performances across most businesses +16.9% Double digit growth from; PRP Optoelectronics • Chell • Astles Net Ope
Slide 19: Laboratory Equipment
Laboratory Equipment Key Highlights: Adjusted EBIT* Severn Thermal contributed £1.8m in £3.5m revenues FY25: £2.7m Organic revenue growth of 4.8% Adj. EBIT* Growth Growth driven by; +29.7% • Monmouth (clean rooms) • LTE Monmouth Scientific • Safelab (Government contract) Net Operating Synoptics cont
Slide 20: Industrial & Scientific Products
Industrial & Scientific Products Key Highlights: Adjusted EBIT* Acquisition revenues of £1.5m relate to £6.1m InspecVision (first 6ms) and Collins Walker FY25: £5.0m Organic revenue growth largely flat, down 0.5% Adj. EBIT* Growth +23.2% Atik Cameras saw strong growth driven by a professional astron
Slide 21: Cash Flow
Cash Flow Year end Year end Percentage Working Capital/ 30 April 26 30 April 25 change Free Cash Flow £’000 £’000 Working capital increased Operating cash flow before by £3.1m over the period 13,287 11,554 movement in working capital Inventories increased by Movements in working capital (3,129) 1,30
Slide 22: Net Debt Bridge
Net Debt Bridge 0.0 13.3 (1.0) 1.0 -5.0 (3.1) (2.5) (1.0) -10.0 (1.7) (1.8) £m -15.0 (13.8) -20.0 -25.0 (13.4) 0.0 (24.0) -30.0 SDI Group plc | Final Results for the year ended 30 April 2026 22
Slide 23: Net Debt
Net Debt As at As at 30 April 26 30 April 25 £’000 £’000 Cash 2,897 1,313 RCF facility (26,867) (15,135) Net debt (excl. leases) (23,970) (13,822) Deferred consideration (670) (645) Net debt with deferred consideration (24,640) (14,467) Loans committed until Nov 28 Nov 26 Renewed 3-year RCF facility
Slide 24: Outlook
04 Outlook SDI Group plc | Final Results for the year ended 30 April 2026 24
Slide 25: Continuing forward momentum
Continuing forward momentum Consistent Strategy Continue to leverage expanded management bandwidth to drive operational excellence, promote cross-selling synergies, and invest in R&D Positive Momentum Entering the new financial year with strong momentum, a great platform for continued growth, and an
Slide 26: Appendices
05 Appendices 01 Acquisition Model 02 Balance Sheet 03 Capital Structure 04 Our Portfolio Links 05 The Group at a Glance SDI Group plc | Final Results for the year ended 30 April 2026 26
Slide 27: Acquisition Model
Acquisition Model Key criteria Structured financial controls ► Earnings enhancing acquisitions and governance ► Established presence in a scientific or Proactive Facilitate monitoring, industrial focused growth market independence support and ► Global sales footprint with a diversified and autonomy
Slide 28: Balance Sheet
Balance Sheet As at As at 30 April 26 30 April 25 £’000 £’000 Assets Non-current assets Intangible assets 61,794 48,027 Property, plant and equipment 15,377 14,394 Deferred tax asset 25 86 77,196 62,507 Current assets Inventories 13,489 11,079 Trade and other receivables 17,458 13,116 Corporation ta
Slide 29: Capital Structure
Capital Structure Listing AIM:SDI Market Capitalisation ~£98m Ordinary Shares in issue 104,573,126 Options, including LTIP 3,634,774 (3.5% of issued share capital) Number of ordinary Percentage of Shareholders shares issued share capital Business Growth Fund 14,375,000 13.7% Mikhail Stiskin 13,599,0
Slide 30: Our Portfolio
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Slide 31: The Group at a Glance
The Group at a Glance Direct Overseas Revenues Revenue by Destination of External Customer 48% Total Group Revenue FY26 Total Group Revenue FY25 Number of Employees Globally c.550 £74.5m £66.2m Number of Worldwide Locations 19 2015-2026 CAGR United Kingdom £38.9m United Kingdom £34.8m Europe £14.4m