Yu Group Plc · LSE:YU.
Yu — Shareholder Meeting (May 2025)
7 slides from Yu's shareholder meeting presentation, May 2025
Slide 1: Annual General Meeting 2025
@ev PLC ANNUAL GENERAL MEETING 2025 MAY 2025 BOBBY KALAR - CEO
Slide 2: Introduction to the Group
INTRODUCTION TO THE GROUP Serving the B2B market Rapid & Experienced team Robust profitable growth & proven processes hedging policy Electricity Gas Green Energy A BUSINESS WITH STRONG GROWING OUR SUPPLY AND SMART METER UTILISING OUR CASH FOR FOUNDATIONS… BUSINESS… STRATEGIC GROWTH OPPORTUNITIES… 20
Slide 3: Delivering Results
DELIVERING RESULTS Strong financial performance continues with revenues up 40% to £646m, adjusted EBITDA1 up 11% to £48.8m, profit before tax up 12% to £44.5m, and EPS2 up 11% to 210p. Significant market share growth, with £1bn aggregate contracted revenue, £42.6m average monthly bookings and 78% gr
Slide 4: Yü Smart: Unlocking New Value Streams
YÜ SMART: UNLOCKING NEW VALUE STREAMS CREATING GROWTH OPPORTUNITIES, ANNUITY INCOME, AND FAVOURABLE CUSTOMER OUTCOMES FY24 STATS ENGINEER COVERAGE INCREASING AVG. MONTHLY INSTALLATION RATE 2,341 Yü Smart 1,479 22.9k Recruiting 667 750 Meters Installed 3rd Party 2023: 8.5k H1 23 H2 23 H1 24 H2 24 100
Slide 5: Summary and Outlook
SUMMARY AND OUTLOOK GROWTH IN YÜ SMART SUSTAINABLE VALUE STRONG PROGRESSIVE DIVIDEND YÜ ENERGY SCALING FOR SHAREHOLDERS BALANCE SHEET CONFIRMED Revenue of £730m to Target for 60k meters Target of 120k supplied Significant net cash 41p per share final £760m guided for FY25. owned by end FY25 meter po
Slide 6: Investor Enquiries
Investor Enquiries Broker Enquiries Web IR@YuGroupPlc.com YuGroup@panmureliberum.com YuGroupPlc.com www.yugroupplc.com 6
Slide 7: Disclaimer
DISCLAIMER • This presentation is designed to provide information about YU Group PLC and its business and operations. It is intended as general information only and is not to be relied upon for any particular purpose. In particular, no information contained in this presentation constitutes, or shall