Light Science Technologies Holdings Plc · LSE:LST
Light Science Technologies — Investor Presentation (June 2025)
25 slides from Light Science Technologies's investor presentation, June 2025
Slide 1: Mello – Creating Growth Through Innovation
AIM: LST Mello June 2025 www.lightsciencetechnologiesholdings.com Technology innovations to support some of today's global challenges Creating Growth Through Innovation
Slide 2: Disclaimer
Light Science Technologies Holdings Plc Disclaimer IMPORTANT INFORMATION The information contained in these slides and this presentation is being supplied to you by Light Science Technologies Holdin gs plc (the “Company”) solely for your information. For the purposes of this disclaimer references to
Slide 3: Presenters
Presenters Light Science Technologies Holdings Plc Ind ustry e xp e rts p rovid ing te c hnolog ie s in 3 ke y g rowth m a rke t se c tors: • Ag Te c h (AGT) • Contra c t Ele c tronic s Ma nufa c turing (CEM) • Pa ssive Fire Prote c tion (PFP). Simon Deacon Jim Snooks Chief Executive Officer CFO & C
Slide 4: The Group
The Group www.lightsciencetechnologiesholdings.com Creating Growth Through Innovation
Slide 5: Group Highlights
Group Highlights 3 >£50m >£2.5m 65 Em p loye e s Growing market Group q uote d Curre nt forwa rd se c tors p ip e line ord e r b ook 120+ Custom e rs 29.5% 30.3% c.£1.9m x3 www.lightsciencetechnologiesholdings.com Re ve nue g rowth FY24 Gross p rofit Ca sh a nd und ra wn Sha re p ric e up lift for F
Slide 6: Global Trends Driving the Group Sectors
Global Trends Driving the Group Sectors Developing Innovative Food security Technologies Growing Extreme Population Weather Governments | British Legislation Manufacturing www.lightsciencetechnologiesholdings.com Technology For Some of Todays Advances Key Global Issues Legislatio n Creating Growth T
Slide 7: Combined Market Opportunity
Combined Market Opportunity AgTech (AGT) Global Smart Agriculture market size £44.5bn*(2033) with a compound growth rate of 11.3% (2023–2033) Current AGT Focus - market sizes LED Grow lights: £9.1bn⌂ (20 30 ); CAGR of 28.2% (20 21-20 30 ) Ag ric ultura l se nsors: £3.6bn ⌂⌂ (20 32); CAGR of 11.3%(20
Slide 8: AgTech (AGT) Division
AIM: LST AgTech (AGT) Division Global market size £44.5bn*(2033) Climate change and extreme weather is having a huge impact on farming globally, resulting in crops being destroyed and impacting food supply chains. It is becoming harder to grow using traditional methods. Food security is key for an e
Slide 9: AgTech Division | Overview
AgTech Division | Overview Current quoted sales pipeline: c.£40 million • Over 35 years’ experience in this sector Providing a turnkey solution in smart technology • nurturGROW tuneable lighting range • Environmental control systems with dedicated software • sensorGROW and its software • Installatio
Slide 10: AgTech Division – IOT Platform
AgTech Division IOT Platform Enclosed Agriculture Air Zone Monitoring - • Light • Temperature • Carbon Dioxide (C02 ) • Humidity • Pressure Root Zone - (suitable for Enclosed and Open Agriculture) Monitoring - • soil temperature • Soil moisture • Soil electroconductivity Open Agriculture www.lightsc
Slide 11: AgTech | Developments
AgTech | Developments • Developed a unique in -situ platform capable of measuring N₂O. • Currently in Outdoor tria ls a t Dyson Farming, a s p a rt of a UKRI se nsor d e ve lop m e nt g ra nt worth c .£210 k, a c c ura te ly re p orting the g re e nhouse g a s Nitrous Oxid e (N₂O) e m issions. • He
Slide 12: AgTech | What does this mean for the sensorGROW market?
AgTech | What does this mean for the sensorGROW market? A potential market opportunity worth £3.6bn by 2032* • The division has the first battery powered multifunction product which can be used in various markets. This is supporting the Government’s net zero target. • Our division with its technolog
Slide 13: Contract Electronics Manufacturing (CEM) Division
AIM: LST Contract Electronics Manufacturing (CEM) Division UK p o t e n t ia l m a r k e t s ize É21b n *(2030) Technology has greatly advanced over the years. We now have smart watches on our wrists and cars that drive themselves. All of these innovations require inbuilt electronic circuitry, enabl
Slide 14: CEM Overview | Clients | Sectors
Contract Electronics Manufacturing O v e r v ie w | C l ie n t s | S e c t o r s • Own in-house manufacturing, selling into a range of markets including AgTech, which de -risks the Group • Agtech • Over 28 years’ experience • Audio • Increased year -on-year Revenues, since IPO in October 2021 • Auto
Slide 15: Contract Electronics Manufacturing Division | Strategy
Contract Electronics Manufacturing Division | Strategy Future focus: • Increasing visibility through client partnerships • Providing more turnkey solutions to meet client’s needs and increase product value • Target new markets: medical, MOD, IT and traffic communication ⚬ Pote ntia l ne w g rowth m
Slide 16: Passive Fire Protection (PFP) Division
AIM: LST Passive Fire Protection (PFP) Division Up t o É50b n * p o t e n t ia l m a r k e t o p p o r t u n it y Recent catastrophic fire events in the UK have highlighted safety issues in tall buildings. This resulted in the UK government legislating under the Fire Safety Act 2022 and the Building
Slide 17: PFP Division | What we do | Drivers
Passive Fire Protection Division | What we do | Drivers • First approved independent installer of the patented Injectaclad solution, a cost -effective way to remediate fire protection in tall buildings • Rather than removing the external facade, the system can be injected into a building’s cavity sa
Slide 18: PFP Division | Highlights | Clients | Future Focus
Passive Fire Protection Division | Highlights | Clients| Future Focus Highlights: • c.£1.8m Revenue for FY 2024 with c.£1.5m in H2 2024 • Current quoted pipeline: c.£20m • Cash generative and strong margins • Estimated potential for up to 20 years of work Future focus: • Using our sensor technology
Slide 19: Financial
AIM: LST Financial www.lightsciencetechnologiesholdings.com Technology innovations to support some of today's global challenges Creating Growth Through Innovation
Slide 20: Financial Overview | Group Revenue & Gross Profit
Financial Overview | Group Revenue & Gross Profit For Financial Years ending 30 November YoY% 29.5 Group Revenue YoY% 13.8 YoY% 10.5 • Record Group Revenue of £12.0m for Fy24 (£9.3m FY23) • Year-on-year Group Revenue growth: 29.5% • Revenue growth is organic and acquisitive • Scaling PFP and AGT div
Slide 21: Financial Overview | Group EBITDA & Net Profit/Loss Before Tax
Financial Overview | Group EBITDA*& Net Profit/Loss Before Tax For Financ ial Ye ars e nd ing 30 Nove m b e r Group EBITDA* • Continued tight overhead control in all divisions and holding company • Administrative expenses increased only 10.3% (FY23: 3.03m to FY24: £3.34m), despite successful integra
Slide 22: Financial Overview | Group Balance Sheet
Financial Overview | Group Balance Sheet £,000 30/11/21 30/11/22 30/11/23 30/11/24 Further investment to expand capacity and facilitate continued growth Goodwill and Acquisition Intangible Assets - - 1,422 1,327 Development Assets 215 708 1,059 1,127 • Development Assets: Further product development
Slide 23: Year Vision
AIM: LST 5 Year Vision www.lightsciencetechnologiesholdings.com Technology innovations to support some of today's global challenges Creating Growth Through Innovation
Slide 24: CEO's Year Vision for the Group
CEO’s 5 Year Vision for the Group • Take the Group from a c.£12 million to a £50 million revenue business • Selling hardware and software products • Generating c.20% recurring revenue through the AGT division • Continue to build operational cash generation within the Group • Expand organically as we
Slide 25: Thank you
AIM : LST Thank you www.lightsciencetechnologiesholdings.com Creating Growth Through Innovation
Light Science Technologies Holdings — Investor Presentation (June 2025) on 6ix