Camellia Plc · LSE:CAM
Camellia — H1 2026 Earnings Presentation
16 slides from Camellia's earnings presentation, Sep 7, 2026
Slide 1: Camellia Plc H1 26 Results
Camellia Plc H1 26 Results For the six months ended 30 June 2026 7 September 2026
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Camellia plc (the "Company") solely for the purpose of providing background information on the Company, its business and the industry in which it operates. By reviewing this presentation, you agree to be bound by the following conditions. This presen
Slide 3: Speakers and Agenda
Speakers and Agenda Byron Coombs Chief Executive Officer • Business and Strategy • Financial Results • Operational Progress • Concluding Remarks Oliver Capon Chief Financial Officer H 1 2 6 R E S U L T S : S I X M O N T H S E N D E D 3 0 J U N E 2 0 2 6 3
Slide 4: Business and Strategy
Business and Strategy 4
Slide 5: Camellia
Camellia Global company Large industrial Profit and Purpose in Established 1889 scale farming harmony Diversified portfolio 48,000 hectares of Strong social and of international mature land. sustainability commitment. agricultural Including tea, Investing for the long-term businesses across 8 avocado
Slide 6: Business Overview
Business Overview • 8 industrial-scale agricultural businesses • 2 UK businesses (A JT Engineering and Jing Tea) Goodricke Group, India – 15.8k ha • Growth projects being introduced to deliver significant new revenue 27 tea estates Branded tea Duncan Brothers Tea – 34,305 ha Bangladesh – 9.0k ha Eas
Slide 7: Clear Strategy Direction and Progress
Clear Strategy Direction and Progress Value Enhancement Plan (VEP) announced May 2025, focused on sustainable profitability and meaningful future growth 1. 2. 3. Improve Reduce Invest in growth operating results overall risk 3 September 2026 H 1 2 6 R E S U L T S : S I X M O N T H S E N D E D 3 0 J
Slide 8: H1 26 Financial Review
H1 26 Financial Review 3 September 2026
Slide 9: H1 Financial Summary
H1 26 Financial Summary Continuing Operations H1 26 H1 25 Revenue £104.6m £107.7m Trading profit / (loss) (£5.0m) (£9.6m) Profit on disposal of assets held for sale and PPE £18.9m £2.5m Other gains / (losses) £0.6m (£4.1m) Operating profit / (loss) £14.5m (£11.2m) • First half trading loss reflects
Slide 10: H1 Trading Performance
H1 26 Trading Performance 0.0 (1.0) (2.0) 1.8 (3.0) 5.3 (4.0) (5.0) (5.0) (2.6) 0.5 1.3 (6.0) 0.3 (7.0) (2.2) (0.1) (1.1) (8.0) 1.4 (9.0) (9.6) (10.0) H1 2025 Bangladesh India EPK Kakuzi Malawi Brazil South Africa Tanzania Other Corporate H1 2026 • Bangladesh – Tea production increased and pricing i
Slide 11: VEP update
VEP update 11
Slide 12: H1 VEP Progress
H1 26 VEP Progress 3 Goals of the VEP Improve operating results Reduce risk Higher long-term growth Continued roll-out of Four announced projects Various ongoing actions centred proceeding to plan: leveraging operational efficiency measures around mitigating weather risk existing land, core infrastr
Slide 13: UK Non-operating asset disposal update
UK Non-operating asset disposal update Proceeds* Profits* Linton Park Estate £11.5m £1.2m Indian Art £17.6m £17.2m Manuscripts £0.1m - Total £29.2m £18.4m • £2 million of heritage assets remaining • Sales of stamps ongoing with expectation to complete by end of 2027 due to illiquidity of market • Fu
Slide 14: Concluding Remarks
Concluding Remarks 14
Slide 15: Summary
Summary • Clear strategic direction through multi-year business improvement plan, good initial progress being made • Strict assessment of return metrics for all current and potential investments • Successful disposals allowing for reinvestment of proceeds to generate a pipeline of significant revenu
Slide 16: Thank You Q&A
Thank You Q&A H 1 2 6 R E S U L T S : S I X M O N T H S E N D E D 3 0 J U N E 2 0 2 6