Tekmar Group Plc · LSE:TGP
Tekmar — Investor Presentation (December 2025)
19 slides from Tekmar's investor presentation, December 2025
Slide 1: Enabling the world's energy transition
Enabling the world’s energy transition December 2025 Investor Presentation TEKMAR GROUP PLC tekmargroup.com
Slide 2: Disclaimer
Disclaimer This document, which comprises an overview of the Company (the "Presentation"), has been prepared by, and is the sole responsibility of, Tekmar Group PLC (the "Company"). The Presentation is being made only to, and is only directed at, persons to whom such presentation may lawfully be com
Slide 3: Presentation team & agenda
Presentation team & agenda Richard Turner 01 02 Chief Executive Officer Overview – Tekmar today FY25 update & outlook 03 04 Review of strategic progress – Summary Phil Lanigan Project Aurora Chief Financial Officer 3
Slide 4: How we deliver value across the offshore project lifecycle
Tekmar today How we deliver value across the offshore project lifecycle We play a critical role in protecting and stabilising offshore assets and infrastructure. Whether it's end-to-end project delivery or a single solution, Tekmar offers proven offshore expertise tailored to your needs. Asset Prote
Slide 5: Differentiated technology protecting what's beneath the surface
Tekmar today Tekmar – differentiated technology protecting what's beneath the surface Providing asset integrity and assurance in complex, dynamic and challenging offshore environments 5
Slide 6: Proven excellence: undisputed champion in offshore protection technology
Tekmar today Proven excellence: undisputed champion in offshore protection technology CPS provided to over Protecting over 50GW generations of Supporting projects CPS provider to the offshore windfarms pioneering in over 25 countries largest offshore wind CPS solutions around the world farm in the w
Slide 7: FY25 update & outlook
FY25 update & outlook 7
Slide 8: Encouraging strategic progress
FY25 update & outlook Encouraging strategic progress Organisation Growing backlog Improving realigned to and longer-term financial deliver 3-5 year visibility performance strategic plan Strategic Significant leadership in progress in Actively place – closing out assessing M&A appointment of legacy w
Slide 9: Financial overview – a platform for sustained profitable growth
FY25 update & outlook Financial overview – a platform for sustained profitable growth Stronger H225 Improved as order book Margin adjusted momentum discipline as EBITDA for translates to volume grows H225 revenue Operating Achieved cost leverage amplifies reductions Balance sheet benefits of higher
Slide 10: Review of strategic progress
Review of strategic progress 10
Slide 11: Strategic framework
Strategic framework Three-to-five-year plan to deliver true scale and transformation Scaling the Operational Acquisitive Financial business Excellence (2²) growth strength Capitalise on our industry Enhanced return on sales and Strong finances with resilient Drive value with strategic M&A pedigree a
Slide 12: Increasingly favourable markets
Scaling the business Increasingly favourable markets Continuing market improvement across offshore energy markets supports sustained demand for Tekmar’s technology and engineering services Offshore Wind projects reaching FID (GW) 1 Cable Manufacturer Reported Backlog 2 x3 100 80 2020 - 2022 60 2023
Slide 13: Order book – breaking new boundaries
Scaling the business Order book – breaking new boundaries Visibility and conversion Dec 25 order book Dec 24 ✓ Our markets are growing order book ✓ Our technology is differentiated £29m ✓ Order book of £29m at record >£700m level enquiry book ✓ Balanced growth across geographies ■ Offshore Wind ■ Oi
Slide 14: Record order book as at the start of December 2025
Scaling the business Record order book as at the start of December 2025 £29m secured since July 25, with a growing FY26 order book set to accelerate through Q2 and beyond 40 35 30 25 ■ Offshore Wind 20 ■ Oil & Gas ■ Ports and Harbour 15 10 5 0 Current FY21 FY22 FY23 FY24 FY25 £2m Middle-East £1.5m o
Slide 15: Operating model - benefits of operational gearing
Operational Excellence (2²) Operating model - benefits of operational gearing We can deliver our current backlog and more with our current resources, amplifying the benefits of our operational gearing OVER 100 Live Projects High project volume keeps teams and facilities fully utilised, spreading fix
Slide 16: M&A - engagement with selected targets is ongoing
Acquisitive growth M&A - engagement with selected targets is ongoing Our ambition is to become a complete subsea systems solutions provider with the potential to create significant value for public market investors Scale Investment Criteria Bring affordable scale to the group • Build value through s
Slide 17: Summary
Summary Building a sustainable, Increasingly Existing capacity stronger and favourable can deliver record diverse backlog markets backlog and more for FY26 and beyond Improving Strengthening financial balance sheet performance facilitates future growth 17
Slide 18: Questions
@lekmar Questions
Slide 19: Follow us
Follow us investors.tekmar.co.uk/ Research Portal IMC Investor Company News @tekmar-group-plc cavendish.com/ Presentations directorstalkinterviews. research-portal Investormeet com/ company.com 19